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Oct 22, 2008 
This is one of those handy features that still seems to get overlooked in Microsoft Dynamics CRM 4.0.
The situation is normally that a user needs to change one piece of data within several records. Maybe you have a dozen Contacts whose phone number all changed to (312) 555-1212. Updating the records individually would be time consuming.
To bulk edit/update multiple records:
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Select the entity/record type you would like to update (e.g. Accounts, Contacts, etc). Records can be updated from the main menu area (e.g. the Accounts list), from within a record (e.g. the Contacts list within an Account), or through Advanced Find.
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Select the records you would like to update. To highlight a list of records, hold the Shift keyboard key and click the start and end records. To highlight specific records, hold the Ctrl key and click the desired records.
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On the Actions menu click “More Actions” and select “Edit”
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On the Edit Multiple Records window that opens, enter the data you would like to change. This will add or update that data on all of the records you have selected.
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Click “Save”.
- Updating and Editing Multiple Records in Microsoft Dynamics CRM 4.0
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