http://www.crmdynamics.net/2008/10/updating-and-editing-multiple-records-in-microsoft-dynamics-crm-40/ CRM Help from a Chicago Microsoft Dynamics CRM Consultant Tue, 14 Jun 2011 17:55:54 +0000 hourly 1 http://wordpress.org/?v=3.3.1 http://www.crmdynamics.net/2008/10/updating-and-editing-multiple-records-in-microsoft-dynamics-crm-40/comment-page-1/#comment-26 Paul Velgos Wed, 25 Feb 2009 17:29:25 +0000 http://www.crmdynamics.net/?p=131#comment-26 Not using the edit function. Parent Customer is read-only. Other than workflow, if you need a user-based option for doing this I'd suggest looking at <a href="http://www.c360.com/RecordEditor.aspx" rel="nofollow">c360's Record Editor</a> Not using the edit function. Parent Customer is read-only. Other than workflow, if you need a user-based option for doing this I’d suggest looking at c360′s Record Editor

]]> http://www.crmdynamics.net/2008/10/updating-and-editing-multiple-records-in-microsoft-dynamics-crm-40/comment-page-1/#comment-25 Sian Cameron Wed, 25 Feb 2009 05:07:51 +0000 http://www.crmdynamics.net/?p=131#comment-25 Hi There, Thanks for the post, I want to be able to change the "Parent Account" for multiple contacts using the "Edit" selection. Do you know if this is possible ? Hi There,
Thanks for the post, I want to be able to change the “Parent Account” for multiple contacts using the “Edit” selection. Do you know if this is possible ?

]]> http://www.crmdynamics.net/2008/10/updating-and-editing-multiple-records-in-microsoft-dynamics-crm-40/comment-page-1/#comment-11 Paul Velgos Thu, 22 Jan 2009 15:59:07 +0000 http://www.crmdynamics.net/?p=131#comment-11 If you’re referring to one of the fields on the Opportunity form, you should be able to do a bulk update. If you’re referring to the “Close Opportunity” function from the actions menu this could be done through workflow but there’s no user-based option for doing this. A company named c360 also makes a bulk update add-on but I haven’t tested it specifically for what you’re asking about. If you’re referring to one of the fields on the Opportunity form, you should be able to do a bulk update. If you’re referring to the “Close Opportunity” function from the actions menu this could be done through workflow but there’s no user-based option for doing this. A company named c360 also makes a bulk update add-on but I haven’t tested it specifically for what you’re asking about.

]]> http://www.crmdynamics.net/2008/10/updating-and-editing-multiple-records-in-microsoft-dynamics-crm-40/comment-page-1/#comment-4 LoLoSea Wed, 03 Dec 2008 18:48:57 +0000 http://www.crmdynamics.net/?p=131#comment-4 Thanks for the post. I would love to be able to use this feature to update a group of opportunities from Open status to Closed status, but the field is greyed out. Have you been able to successfully use this feature for that purpose? Thanks for the post. I would love to be able to use this feature to update a group of opportunities from Open status to Closed status, but the field is greyed out. Have you been able to successfully use this feature for that purpose?

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