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Programatically Update Certain Records in Bulk in Dynamics CRM 2011 RRS feed

  • Question

  • I have a custom entity named "s_check".

    I need to develop "something" to allow my users to open a web page or form that contains two input fields.

    The input fields must be date a time picker "start date" and date time picker "stop date" as well as an OK button.

    When the user clicks OK, whatever the "something is that I develop" will then get a list of all the s_check records that have "issue_dates" between the "start date" and "stop date" and update the value in a field named "processD" from whatever value may be in the field to a "P", on all those records.

    What do I need in order to do this?

    Can I create form like this inside of CRM or must I develop something external to CRM and then connect to it?

    I am just getting into CRM development and am hoping someone could provide some guidance on how to go about doing this.

    I have a post on a related topic here -https://community.dynamics.com/crm/f/117/p/134542/286096.aspx?WT.mc_id=ForumPost#286096 and the guidance provided is not workable. It seems the workflow option may not work because there is no "screen the user can access which just contains two date fields and an OK button" - if anyone thinks a workflow may work for this, please do explain in more detail. 

    Monday, July 7, 2014 9:22 PM

Answers

  • Hi,

    You can fulfill your requirement in multiple ways.

    1) Add a button in CRM ribbon and design and open a custom webform according to the requirement. On click of "OK" button on the form, get the records based on the users input and update them.

    2) You can create a custom entity(It can be opened from a custom ribbon button or directly from CRM). Add the required fields on it and onSave of it write a plugin to get the records and update accordingly. After doing this, you can simply de-activate the record. So that, users can always new record.

    Thanks and Regards,

    Gopinath.

    http://mscrmtechie.blogspot.com

    • Marked as answer by ACECORP Saturday, October 17, 2015 9:10 PM
    Friday, July 11, 2014 9:53 AM

All replies

  • Hi,

    You can fulfill your requirement in multiple ways.

    1) Add a button in CRM ribbon and design and open a custom webform according to the requirement. On click of "OK" button on the form, get the records based on the users input and update them.

    2) You can create a custom entity(It can be opened from a custom ribbon button or directly from CRM). Add the required fields on it and onSave of it write a plugin to get the records and update accordingly. After doing this, you can simply de-activate the record. So that, users can always new record.

    Thanks and Regards,

    Gopinath.

    http://mscrmtechie.blogspot.com

    • Marked as answer by ACECORP Saturday, October 17, 2015 9:10 PM
    Friday, July 11, 2014 9:53 AM
  • I guess CRM dialog might help in this scenario, if you develop dialog which takes dates as input parameter and based on that update relevant records in CRM..

    Please refer following video on how to create CRM dialogs

      https://www.youtube.com/watch?v=EMrZg2itxFs

    MayankP
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    Friday, July 11, 2014 12:59 PM
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