You can use the buttons on the ribbon to perform actions on
selected records in a view. Microsoft Dynamics CRM offers a few
different ways to select records within a view. If you want to select
one record, simply click the record row. Alternatively, you can also
point to the row you want to select and then select the check box that
appears on the far left. Taking either of these actions will cause
Microsoft Dynamics CRM to highlight the record with a blue background to
indicate which record you selected. If you want to select all of the
records, select the check box that appears in the upper-left corner of
the view. Microsoft Dynamics CRM will highlight all of the records that
appear on the page. Deselecting the check box will deselect all of the
records.
Note:
When you select the check box
to select all of the records, you are only selecting all of the records
on the page. You are not selecting all of the records in the view. For
example, if your view contains 500 records and your page contains 25
records, selecting the check box will select only the 25 records
displayed on the page. Some of the features in the ribbon, such as
Export To Excel and Send Direct E-Mail, allow you to select all of the
records from the view, but many of the features in the ribbon (such as
assigning records and editing records in bulk) apply only to a single
page of records. Unfortunately, in these scenarios, you will need to
repeat the action on each page of records if your view contains multiple
pages of records.
If you want to select more
than one record in a view (but not all of them), you can do so by
pressing the Ctrl and Shift keys. This technique should be familiar to
users of Office, because other applications such as Excel and Outlook
also allow users to select multiple items by holding down the Ctrl or Shift key while clicking the desired records.
As you work with the records in a view, you might find that the view does not refresh
the data set as you expect. This might happen when you’re working with
different sets of records in multiple Internet Explorer windows or if a
different user is editing the records in your view.
Tip:
As a best practice, refresh the data in a view before performing any actions on the data set.
In this exercise, you will manually refresh the data that appears in a view, and then select multiple records in the view.
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 webpage that contains multiple records in a view.
In the upper-right corner of the view, click the Refresh button. Microsoft Dynamics CRM refreshes the data in the view.
Click a record in the view. Microsoft Dynamics CRM highlights the row, indicating that the record is selected.
To add one record to your selection, hold down the Ctrl key and select another record.
Microsoft Dynamics CRM highlights this new record as well, indicating that you’ve selected it.
To include multiple records in a selection, click one record, and then hold down the Shift key and select another record.
Microsoft Dynamics CRM selects and highlights the two records you clicked and all of the records in between.
With the appropriate records selected, you can apply the desired action to the records.
