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Bulk update in CRM 4.0 RRS feed

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    Hi All,

    I want to do bulk update in CRM 4.0.

    Sceanrio: I have entity "Internal Contact" in CRM 4.0,Now I want to update the "Sector" field of every "Internal Contact" entity thorugh bulk update functionality.

    Please let us know , How bulk upload(update) can be done.

    P.s: I don't want to first insert the new "Internal Contact" and then delete the existing "Internal Contact".

    Regards,
    gjoshi

     

     

     

     

    Joshi
    Monday, May 2, 2011 9:18 AM

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    Hi,

    Bulk edit in crm v4.0 can be accessed via the 'More Actions > Edit' option available on most views. You will be limited however to updating 250 records at once (depending on your personal options).

    Alternatively, you can export your contacts to Excel, amend the 'Sector' values then import. Assuming you have applied Rollup 9 or later, when you import the contacts from your Excel spreadsheet, an update will be performed due to 'Column A' holding the GUID of the contact.

    Rob

    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd.
    Monday, May 2, 2011 11:24 AM
    Answerer
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    If you are inserting the one value into all records you can also create an on-demand workflow with an update step and run it against 250 records at a time.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet http://www.twitter.com/leontribe

    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Monday, May 2, 2011 12:00 PM

All replies

  • Question
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    0
    Sign in to vote

    Hi,

    Bulk edit in crm v4.0 can be accessed via the 'More Actions > Edit' option available on most views. You will be limited however to updating 250 records at once (depending on your personal options).

    Alternatively, you can export your contacts to Excel, amend the 'Sector' values then import. Assuming you have applied Rollup 9 or later, when you import the contacts from your Excel spreadsheet, an update will be performed due to 'Column A' holding the GUID of the contact.

    Rob

    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd.
    Monday, May 2, 2011 11:24 AM
    Answerer
  • Question
    Sign in to vote
    0
    Sign in to vote

    If you are inserting the one value into all records you can also create an on-demand workflow with an update step and run it against 250 records at a time.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet http://www.twitter.com/leontribe

    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Monday, May 2, 2011 12:00 PM