Jaa


Bulk Edit in Microsoft CRM 3

Matt has a great post on how to edit multiple records in Microsoft CRM at the same time. This was a trick I was not aware of. Very Slick.... Check it out at:

https://icu-mscrm.blogspot.com/2006/02/nice-bulk-edit-feature-in-crm-30.html

I could see this being used for updating a pipeline close dates, moving a bunch of parent and children records and about a dozen other uses. :-)

If you also select some records from the main window and click More Actions, there is an Edit feature there too... Way cool...

Comments

  • Anonymous
    March 01, 2006
    Ben,
    The Bulk-Edit feature bypasses javascript on the form, for anyone using javascript events on their forms such as opportunity; be aware that bulk-edit does not support that javascript so unexpected results when using this feature may occur.
    -Paul