Microsoft Dynamics CRM 2011 : Editing Multiple Records in a View

As you work with various records in a view, you might want to update the data in multiple records at one time. Microsoft Dynamics CRM allows you to select multiple records in a view and edit them with one form so that you don’t have to modify each record individually. This feature can provide a significant time savings if you need to modify a large number of records. Although the edit multiple records feature is very convenient, it does contain a few notable restrictions:

• If a particular field contains programming script behind the scenes (as configured by your system administrator), you cannot edit the data in that field while editing multiple records.

• You cannot use the edit multiple records feature to remove values from a field. You can only modify or add data to a field.

• You cannot use the edit multiple records feature to edit certain fields in Microsoft Dynamics CRM, such as the Parent Account field of the account record or the Parent Customer field of a contact record.

• The edit multiple records feature updates only the selected records on the page; you cannot use it to update all of the records in the view if the records span multiple pages.

• If a data field is read-only on the form, you cannot edit it with the multiple record edit tool.

Tip:

Even though you cannot edit the owner of a record by using the edit multiple records feature, you can easily change the owner of multiple records at one time by using the Assign feature located on the ribbon.

In this exercise, you will update the State/Province field for multiple contacts.

Note:

SET UP Use the Internet Explorer web browser to navigate to your Microsoft Dynamics CRM website, if necessary, before beginning this exercise. Open a view of Contacts that contains more than one record.