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Bulk editing of Tasks on Microsoft CRM

Question
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Hi There,
I am trying to edit multipal tasks or Activities on CRM. I am able to edit multipal accounts by going more actions>edit and then edit the the field that i want changed across the boardFriday, January 29, 2010 12:49 PM
Answers
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Hi Mark,
You cannot bulk edit activities in MS CRM v4.0 in a supported way.
The link below describes and un supported method.
http://inogic.blogspot.com/2009/02/bulk-edit-records-of-any-entity-in-crm.html
Hassan.
Hassan Hussain | http://hassanhussain.wordpress.com/ | http://www.mscrmvirtualusergroup.com/- Proposed as answer by Hassan Hussain Friday, January 29, 2010 12:57 PM
- Marked as answer by Donna EdwardsMVP Tuesday, February 2, 2010 8:31 PM
Friday, January 29, 2010 12:57 PM -
As Hassan says you can only use Bulk Edit for certain entities. Another option would be to create an On Demand workflow to make the changes you're after and then pick the Tasks to apply the workflow to.
Leon Tribe
Want to hear me talk about all things CRM? Check out my blog
http://leontribe.blogspot.com/
or hear me tweet @leontribe
Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe- Proposed as answer by Leon TribeMVP Saturday, January 30, 2010 5:34 AM
- Marked as answer by Donna EdwardsMVP Tuesday, February 2, 2010 8:31 PM
Saturday, January 30, 2010 5:34 AM
All replies
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Hi Mark,
You cannot bulk edit activities in MS CRM v4.0 in a supported way.
The link below describes and un supported method.
http://inogic.blogspot.com/2009/02/bulk-edit-records-of-any-entity-in-crm.html
Hassan.
Hassan Hussain | http://hassanhussain.wordpress.com/ | http://www.mscrmvirtualusergroup.com/- Proposed as answer by Hassan Hussain Friday, January 29, 2010 12:57 PM
- Marked as answer by Donna EdwardsMVP Tuesday, February 2, 2010 8:31 PM
Friday, January 29, 2010 12:57 PM -
As Hassan says you can only use Bulk Edit for certain entities. Another option would be to create an On Demand workflow to make the changes you're after and then pick the Tasks to apply the workflow to.
Leon Tribe
Want to hear me talk about all things CRM? Check out my blog
http://leontribe.blogspot.com/
or hear me tweet @leontribe
Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe- Proposed as answer by Leon TribeMVP Saturday, January 30, 2010 5:34 AM
- Marked as answer by Donna EdwardsMVP Tuesday, February 2, 2010 8:31 PM
Saturday, January 30, 2010 5:34 AM