Editing multiple records

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- Previous
  - 1
    - SFO Some of the CRM-SFO users have lost the CRM toolbar and folder list in their outlook. We have tried re-installing the CRM add-in in outlook and have also tried reinstalling the entire CRM suite. nothing seems to work. Any ideas? Tag: Editing multiple records Tag: 46872
  - 2
    - integrate phone call activities to outlook Those cusotmers that rely on Outlook for managing their CRM activities (which is the direction Microsoft is going, which is great) do not use phone call activities in CRM because these do not integrate into outlook tasks and they do not get reminders on those. It would be great to have a configuration option to enable CRM Phone Call Activity to Outlook task integration (a future phone call is a task after all) in addition to Task to Task integration. Thanks, Sergei ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=0c37300d-aa2a-45f1-bae3-d687e01a4990&dg=microsoft.public.crm Tag: Editing multiple records Tag: 46871
  - 3
    - Quote product mapping I am trying to map the description field under the product form (field name 'description') to a custom field on the quote products form (field name 'productdesriptiondetail') and I am having difficulty making it work. I first tried by adding this map under the existing 'QuoteDetail' map under the Quote schema, but when the quote product item is saved, the description does not come through. I thought this would work because this is the area where I created the custom attribute. I then tried to create a new custom map under the Product schema to the QuoteDetail and that did not work either. I have tried to find the mapping that brings the unit price from the product to the quote product, but I have not been able to. Any help would be greatly appreciated. Thanks in advance, Tim Tag: Editing multiple records Tag: 46870
  - 4
    - Dialer Integration. Is it possible to integrate the CRM 3.0 with Dialer through DAPI or Lyrical (DOM Model using Web Control). Also what is ithe possibilty of same with CTI on Avaya? Tag: Editing multiple records Tag: 46869
  - 5
    - How can I BULK Convert Leads to Acccounts ?? Tag: Editing multiple records Tag: 46866
  - 6
    - Importing Leads in CRM 3.0 Limited to 15 I am trying to import leads into CRM 3.0. Each time it will only import 15 leads. How do I turn off the 15 import limitation? Tag: Editing multiple records Tag: 46865
  - 7
    - subaccounts opps/cases/contracts rollup It would be great to have a rollup associated view displaying all opportunities, cases, contacts and contracts linked to any subaccount (any number of levels down) of the account you are on. Currently you have to deal with pockets of sales and service information for any account that has subaccounts. It is typically an executive type user that would need a quick overview of everything that is going on in the national account and you cannot expect this user to go around and check all subaccounts to get the picture. Thanks, Sergei ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=bb1567fd-9426-4d1d-a88d-7d5630e20e0d&dg=microsoft.public.crm Tag: Editing multiple records Tag: 46863
  - 8
    - Adding a Contact to the Case object Hi all, I am trying to add a contact field to the Case object without success - I want a property similar to the "Primary Contact" that appears on the Account object - so that when we create a cse, we can select the contact as well as the Account. I tried using the existing "responsiblecontactid" but this just gives me a bad lookup error when I click the icon to select a contact. Any advice appreciated.... Ian Tag: Editing multiple records Tag: 46860
  - 9
    - Really odd problem sending e-mail from CRM Hi there! I had just installed a new CRM and wanted to test e-mail functionality. After installing Exchange Connector on my Exchange box, making sure the registry keys are ok and both machines (CRM and EXC) are visible to each other... I tried to send an e-mail from CRM and it worked. So did the second message and the third, *but* the fourth failed. Event log on CRM box shows only a "general platform failure" and on the Exchange machine I got a " failed to deliver to all servers" error. Odd, isn't it? Thank you Daniel Tag: Editing multiple records Tag: 46859
  - 10
    - SFO and MSDE SP4 Hi, When installing SFO in Windows XP with MSDE SP4 the setup is unable to complete with error message: "Setup has failed because of an error. Install it separately and restart Setup.exe" SP4 was already reinstalled. Please Help. Vitor Sinc Tag: Editing multiple records Tag: 46855
  - 11
    - Emailing Routing in Mixed Environment We are setting up CRM 1.2 in a mixed NT4 (Exchange 5.5) and AD (Exchange 2003) environment. I need a little help setting up the email routing. I set it up according to scenario 2 (page 72 of the Implementation Guide) which involves a separate subdomain for the CRM Exchange server. Here is the behavior as indicated on page 75: In each of these scenarios, Microsoft CRM users and queues send messages from the Exchange 2000 or Exchange 2003 server by using the Microsoft CRM subdomain (user@crm.adventure-works.com). Replies to these messages are handled in one of two ways: * If the reply message is to a Microsoft CRM user, the message is forwarded to the Exchange 5.5 organization and appears in the Microsoft CRM user's Exchange 5.5 mailbox. Because the Microsoft CRM user is not an Active Directory user, no Microsoft CRM e-mail activity event will be created on the Microsoft CRM server by the Router. * If the reply message is to a Microsoft CRM queue, the message is accepted by Exchange 2000 or Exchange 2003 and delivered to the mailbox of the Microsoft CRM queue on Exchange 2000 or Exchange 2003. An e-mail event is posted to the Microsoft CRM server by the Router. Is there any way to have the best of both worlds and allow replies to users appear as email events and also route back to the Exchange 5.5 server? What we don't want is to have the CRM users be forced to check two mailboxes: their primary Exch 5.5 and the new Exch 2003. If not, is it common practice to set up all users as queues in this type of coexistence setup? Thanks in advance!! Tag: Editing multiple records Tag: 46853
  - 12
    - Add to new Entity Price List We are trying to create a new Entity in the module Customizable Entities, in the page Relationships we are trying to use the table name PriceList but this table is missing in the dropdown text . Could you please let me know how can I found this table in the Relationships page? Thanks, Anatoli P Tag: Editing multiple records Tag: 46851
  - 13
    - Manual Workflow Policies Hi, I'd like to know how to prevent users to run manual workflows from the CRM app. Is there any policy that applies to it? Thanks Eric Tag: Editing multiple records Tag: 46847
  - 14
    - CRYSTALREPORT ERROR I get thís ERROR When I try to RUN Report File frs://Input/a_053/001/000/309/874405d2bce4ac8.rpt not found on File Repository Server PLEAS HELP Tag: Editing multiple records Tag: 46844
  - 15
    - New CRM 1.2 installation on SBS2003 issue Hi, I've followed the quick guide setup for MS CRM 1.2 / SBS 2003 Premium. However when I came to check the website 'mscrm' after the installation a logon box appeared. I typed in my administrator username/password (this was the profile used to install crm), the IE6 window flashes for a second and then closes. Why is that? I've tried with another domain user which naturally gives me a user access error. I understand that I should have setup a crmadmin user to install the program, but how do I move forward from this? Thank you in advance, Lyj Tag: Editing multiple records Tag: 46843
  - 16
    - crm help Hello to everybody, I'm a new CRM user and newsgroup mailer too! Somebody can help me to find a good CRM tutorial? Some CRM structure example ? Please.... Thanks Davide Tag: Editing multiple records Tag: 46839
  - 17
    - Problems opening certain Email Activitys Hello Gents, I have stumbled across a very interesting problem this morning with the CRM 1.2. When re-activating a case, and opening a Email in the history folder, i get the below error, Now, please understand that this only happens on this case, other cases do not have the same problem. This has me stumped, seeing as the activity is in SQL, any information or guidence would be greatly appreciated. *********************************************************** MSCRM Application Error Report -------------------------------------------------------------------------------------------------------- Error Message: An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code. Source File: Line Number: Stack Trace Info: at System.Web.UI.Page.HandleError(Exception e) at System.Web.UI.Page.ProcessRequestMain() at System.Web.UI.Page.ProcessRequest() at System.Web.UI.Page.ProcessRequest(HttpContext context) at System.Web.CallHandlerExecutionStep.System.Web.HttpApplication+IExecutionStep.Execute() at System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously) *********************************************************** Jefferson Tag: Editing multiple records Tag: 46836
  - 18
    - 1.2 & 3.0 on partitioned system? Hello Group! We currently have a 1.2 server running on the system and the SQL is on a different system. Can i partition the system to have my 1.2 installation on one partition and install 3.0 server on the other partition? Thanks Kamala Tag: Editing multiple records Tag: 46815
  - 19
    - How to personalize the impresion orders? How to personalize the impresion of orders from the option print in orders form. Valentín Collado Tag: Editing multiple records Tag: 46809
  - 20
    - What's new in CRM 3.0 ? Whare can I find a description of the improvments available in the new version ? Thanks Tag: Editing multiple records Tag: 46803
  - 21
    - Microsoft 3.0 Workflow on a Phone Call Hello! When a phone call activity is created, I send an email to a specific person containing the subject and description of the phone call record. Is there a way to also include the "Regarding" field? I don't see it listed in the fields to insert. Tag: Editing multiple records Tag: 46802
  - 22
    - SQL 2005 for CRM 3.0? Can I use SQL 2005 Std or Ent as my database for CRM 3.0? Tag: Editing multiple records Tag: 46801
  - 23
    - Business Unit Issue I have a sales rep that has just been moved from BU1 to a different BU2. The sales rep manager (on the user record) has been changed to the manager of BU2. The manager of BU2 cannot see ALL the sales opportunities belonging to the sales rep. I looked at the OpportunityBase table and the "OwningBusinessUnit" id is the old BU1 id. What do I need to do to make the new manager of the sales rep (BU2) see all of the rep's sales opportunities? Thanks, Craig Tag: Editing multiple records Tag: 46800
  - 24
    - Order Process? Hi, Our Sales/Customer person is dismayed by the amount of clicking required to sell a product. We just want to sell things, not play with the mouse in CRM. Is there a way to get the Product field into the Order form and start with a product? Why doesn't the price list limit the choice of products available, like the products tied to that price list? Is CRM designed to start with a Quote, rather than an Order? We don't really need to advance Quotes. Can WorkFlow rules help simplify a sale? Such as -Chose Product, Quantity, Account >Create Order, Create Invoice. Instead of-Name Order, Chose Customer, Chose Price List, Save, Navigate and Chose Product (from a full list of products instead of just the price list items), Navigate and chose Unit, Quantity>Save. Seems kind of excessive to the sales person and to me as well. Thanks for any help or suggestions. Sincerely, Tag: Editing multiple records Tag: 46795
  - 25
    - Duplicate detection with C360 When formatting this feature will it also be able to pick up "pre-existing" duplicate entries? Thanks Tag: Editing multiple records Tag: 46793
- Next
  - 1
    - Send Email Permissions We are trying to send emails to a group of contacts using the IE client. We are going to tools, advanced find to define a group of contacts. Then we choose actions, send direct email. When we choose a template and try to complete the activity, we get a message saying that the user doesn't have permission for this action. Our administrative users can perform this action, but the Salesperson and Customer Service Users are not able to complete the action. We have perused the security role settings but are unable to figure out which one is affecting this. Any ideas? Tag: Editing multiple records Tag: 46783
  - 2
    - Anyone may provide the TK35006Report_Toolkit_12.zip ? VERY appreci http://mbs.microsoft.com/downloads/customer/TK35006Report_Toolkit_12.zip It can not be download from this website, however, I'm urgently need to rebuild the Crystal Report. So please help~ VERY appreciated!!! Jim Tag: Editing multiple records Tag: 46779
  - 3
    - MS CRM 3.0 - Word integration Recently, at a CRM 3.0 event in Dallas, we were shown the ability to access live CRM data within Word. I've touted this feature to a very hot prospect and they'd like to see it in action, but I haven't found a way to show that to them yet. Anybody know of any demos or other information on this? Thanks, A Martin Tag: Editing multiple records Tag: 46778
  - 4
    - Please help: Deployment Manager fails I'm trying to update many of the templates in CRM but I am unable to do so because I can't get into Deployment Manager. The exact error I get is Microsoft CRM system administator priveleges are required to use Deployment Manager. That error is then followed by several Snap-in failed errors. I have read the countless posts about this problem and none of the ideas have helped. I have tried the following: 1. Made sure I was using the user that installed CRM which does seem to have full rights in CRM. 2. Made sure the user is a domain admin. 3. Made sure the user has a license. 4. Made sure the databases were not set to restricted. 5. Beat the CRM server with hammer 3 times while screaming at the top of my lungs. The CRM 1.2 server is running on a Windows 2003 Server and SQL 2000 Server is on the same machine. The AD server is on a seperate system. Any ideas would be greatly appreciated. Thank you. Tag: Editing multiple records Tag: 46774
  - 5
    - Manager view/access Consider a situation where a manager creates an activity(or account) and assigns it to his sub-ordinates, will the manager still be able to view the activity(or account) record after change of ownership? Tag: Editing multiple records Tag: 46769
  - 6
    - Product list in CRM v.1.2 Hi all, i have another question concerning the product list, can i attach an excle sheet that contains my products instead of loging each product one by one as i have over 25,000 products to log? -- Regards, Marwa Tag: Editing multiple records Tag: 46768
  - 7
    - email signature Hello there, i've installed MSCRM v. 1.2 and i was asking if i can set an email signature while i'm using the web access interface, is that available? -- Regards, Marwa Tag: Editing multiple records Tag: 46767
  - 8
    - Account Activities and History Tabs Does anyone have the IDs for the above? (I must show date created, otherwise the users have no clue about the order in which the activies entered/created) Tag: Editing multiple records Tag: 46765
  - 9
    - CRM 3.0 - Training materials, demos? Hi there, I've just received the 3.0 beta version. Does anyone know of any training materials or detailed demos that are available for this version? If anyone has created their own would you be willing to share? Many thanks, Sinead. -- Sinead O''Shaughnessy Tag: Editing multiple records Tag: 46764
  - 10
    - E-Mail Router: All incoming Mails are routed twice in CRM Hello, we have the problem, that all incomming mails are routed twice to CRM. Does anyone have a solution for this problem? Thanks and regards, Stefan Tag: Editing multiple records Tag: 46763
  - 11
    - Email Template CRM 1.2 - I created an email template related to invoices - all works fine can pick out invoice related fields for body of email etc no problem. Saved template then go into workflow mgr and create a new rule to send an email when an invoice is created using this new template. Problem is that the new template I created isnt shown in the drop down list of templates? Any ideas/suggestions Roger Tag: Editing multiple records Tag: 46758
  - 12
    - Problems During installation Hi, I got some problems during installation. I have a testserver. Athlon 1800+ 512 RAM There are installed 2k3 Server Datacenter Edition SP1 full patched, SQL2000SP4, WSUS server and Exchange 2k3 SP2 I got an error at the end of installation saying: Microsoft Customer Relationship Management Server Setup Error Failed to install Microsoft Customer Relationship Management Server. Failed to install MSI part of Microsoft CRM Server setup. Unspecified error (80004005) Any Idea what I should do ? All services are running at the end of installation but the workflowmanager und the webservice doens't work Thx Sebastian Terodde Tag: Editing multiple records Tag: 46755
  - 13
    - Custom Web Service: Soap error in WhoAmI() Method Hello, Here is the issue: CRM 1.2 installed on Windows 2003 SP1 on the "CRM" domain. I have created a web service that automatically share a case within a team. The web service is called from a Post URL in a workflow rule at the creation of the case. The paramater passed to the Web Service is "incidentid" I have tested the web service locally, by calling the URL in Internet Explorer (logged with my CRMAdmin) and it works perfectly. Now if I try to test from the CRM app locally or remotely (still using my CRMAdmin) it does not work. From the Web service trace I can see that using the test service page the logon name is CRM\CRMAdmin, which is fine but when I run the webservice through the CRM app, then the Logon name is CRM\CRM-SRV$ (CRM-SRV is the name of my CRM server that is also running SQL Server 2000 sp4). In the event log I get the following SOAP Error (tracked in my web service): System.Web.Services.Protocols.SoapException: SOAP Server Application Faulted at System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) at System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) at Microsoft.CRM.Proxy.BizUser.WhoAmI() at WSShareToLevel1.ShareToLevel1.ShareWithTeamLevel1(String pstrDir) I had the same problem before applying SP1 of Windows 2003... My web service is using .Net framework 1.1 sp1... It is very strange as it is working when I test it but not from the CRM. It seems user's credentials cannot be retrieved from the WhoAmI() method... I would really appreciate if soemone can help me. Tag: Editing multiple records Tag: 46749
  - 14
    - Failed to import sample data to CRM 3.0 beta Hello, I've same big problems while trying to import the sample database with the wizard. Importing the users ist ok but the, the following error occurs (lots of them): Sample Data Wizard started at 14.11.2005 15:19:59 Refresh with new data set started at - 14.11.2005 15:21:57 fetch organization - 14.11.2005 15:22:35 Created Business Units and Users. - 14.11.2005 15:23:59 Imported workflows. - 14.11.2005 15:25:20 Created Emails - 14.11.2005 15:25:20 Created Subjects. - 14.11.2005 15:25:21 Created Territories. - 14.11.2005 15:25:21 Created Teams. - 14.11.2005 15:25:21 <detail><error> <code>0x80040220</code> <description>The user does not hold the necessary privileges.</description> <type>Platform</type> </error></detail> - 14.11.2005 15:25:21 Error occurred while creating competitors. - 14.11.2005 15:25:21 The wizard finishes without displaying any error, but the database isn't complete (i.e. no products). Can anybody please give me a hint? Many thanks! Reagrds Michael Tag: Editing multiple records Tag: 46748
  - 15
    - Quotes How do we create a combined detailed listing of line items of both existing and write in products so that quotes can easily be sent off? Tag: Editing multiple records Tag: 46747
  - 16
    - Taxes How do we automate the tax calculation on productsin 3.0? Tag: Editing multiple records Tag: 46746
  - 17
    - Need to dumb down CRM 1.2 Our user adoption rates are pitiful on version 1.2. We purchased c360 in the hopes of bringing those rates up. Still users complain that the product is too cumbersome to use. Soooo the Sales Director has asked if the following is possible to "dumb down" the current version of CRM (1.2) so that users won't be intimidated by the extra options. 1. On the Home Page, can we only have Forecast Manager (c360) and Multi-Field Search listed in the Navigation area (left side) for all Sales Person roles? 2. Can we remove Workplace from the system entirely? No-one uses this. 3. Can we remove Reports? This is something else that users with the SalesPerson role do not need to see. 4. Our Sales folks will only click on the Sales button. Can we only list Accounts, Leads, Contact, Opps, Forecast Manager (c360) and Multi-Field Search (c360). The rest of the stuff is "fluff". 5. When a salesperson clicks on Sales, can it automatically take the user to the Forecast Manager (c360)? Thank you in advance! Tag: Editing multiple records Tag: 46741
  - 18
    - Many to Many relationship with CRM 3.0 entities I saw in another post that you can do Many-To-Many relationships in CRM 3.0 by creating an additional entity with many-to-one relationships. Does anybody have an example of this? I have created a seperate entitiy with many-to-one relationships to both entitie's that I want to join. Now how do I get a form to display all the other entities records so I can pick from them and link one as i see fit. Garrett Tag: Editing multiple records Tag: 46740
  - 19
    - CRM Queue's I have a question on CRM queue's. Is it possible to have multiple e-mail alias' go into the same CRM queue. I have setup an AD account with the appropriate settings and e-mails which are sent to the primary e-mail address for this account go into CRM. Any e-mail sent to an alias of this account will end up in the Exchange mailbox and not CRM. Thanks for your help! -Mike Tag: Editing multiple records Tag: 46732
  - 20
    - CRM Queue's Is it possible to have multiple e-mail alias's go into the same CRM queue? I have the CRM queue and AD account setup. If I send an e-mail using the primary e-mail address for this AD account, everything works correrctly (CRM receives the e-mail and places it in the queue). Any e-mail which is sent to the alias of this this account will end up in the Exchange mailbox but not the CRM queue. I am running CRM 1.2 with Exchange 2000. Thanks, Mike Tag: Editing multiple records Tag: 46731
  - 21
    - Error after customizations I made some modifications to the Opportunity form (CRM 1.2), published my customizations, did an iisreset and I'm not receiving the following error message: "SELECT permissions denied on object 'Opportunity'..." Any ideas why this might happen? I have administrative privileges. Tag: Editing multiple records Tag: 46728
  - 22
    - does CRM 3.0 support basic authentication? Does CRM 3.0 support basic authentication (assuming using HTTPS/SSL) ? I was getting errors in the right frame of the CRM front end - on most pages - after changing from NTLM to basic authentication. Tag: Editing multiple records Tag: 46726
  - 23
    - Upgrading to CRM 3.0 Problems Hello, We're upgrading from CRM 1.2 to 3.0 and are coming across an error we can't get past. After entering all the information it brings up the system requirements screen where it goes through everything to make sure the install will be smooth. Everything checks out except for IIS. The exact error is "The Web site's NTAuthenticationProviders must be Negotiate,NTLM" We've researched the error on the web and found the adminscripts command to make the site Negotiate,NTLM and the get command does show it to be just that but when we restart IIS and start the install again we get the same error. Any idea would be greatly appreciated on this topic as I'm totally out of ideas on this one. Thanks, Pat Tag: Editing multiple records Tag: 46723
  - 24
    - lookup link for customer address on account, case, address search The way the address associations are handled today create tremendous gaps in the structure of CRM records compared to the structure of integrated backoffice financial systems records. What should be trivial integration tasks lead to a LOT of workarounds and customers frustration. Here is how we can improve. Abandon the idea of hardcoding first 2 address records on the account form. Add 2 address lookup fields on the account (relationships) that could be used to select any of the account addresses and expose them on the account form (still show individual address fields on the account along with the lookup link). This will allow straightforward integration to the backoffice systems without the headaces of different address info displayed on the customer record in CRM vs backoffice and inability to change the primary address in CRM once it is set. Add Address lookup field on the service call. The vast majority of the customers that use service calls need to track service calls against customer sites and they do not setup an account for each customer site, they setup addresses. Currently we are forced to essentially do account to address integration to deal with this gap. Add Address lookup field on the sales order (Installation address) and display all 3 addresses on the sales order as lookups (just like on the contract, except still show individual address fields). Add search and view functionality for address records - expose address as a real entity in the areas/suareas. ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=23ccec08-89c8-47ac-bed3-65fe41faa649&dg=microsoft.public.crm Tag: Editing multiple records Tag: 46707
  - 25
    - Full Name Hello, I am trying to create a new entity in CRM 3.0 which will be similiar to contacts with more specific information. I noticed that on Contacts the primary attribute is 'Full Name' which is not displayed on the form. I am guess that it concatenates the First and Last Name on some type of event handler or something but I can not find it. I basically want the same thing where I do not have Full Name on my entity form but a First and Last Name field which will be there own fields as well as the primary field like the method it uses in the Contact entity. Can anybody help me? Garrett Tag: Editing multiple records Tag: 46706

We use CRM 2.0. I wonder if there is a multi-record editing command similar
to "Find & Replace". We have imported several dozen records as Leads. I wish
to update the Industry field to a single value, say "Insurance". How can I do
this without opening every single Lead record and changing the field manually?

Thanks for the help

Re: Editing multiple records by Eddie

Eddie
Wed Nov 16 15:14:00 CST 2005

Hello Jose,

There isn't a such a global "Find & Replace" command, but the easiest way
to simulate this is to create a manual workflow in WM, and then run the workflow
against the subset of records you desire or compiled using the Advanced Find
window.

Kind Regards
Eddie Fourie
MBS Specialist

J> We use CRM 2.0. I wonder if there is a multi-record editing command
J> similar to "Find & Replace". We have imported several dozen records
J> as Leads. I wish to update the Industry field to a single value, say
J> "Insurance". How can I do this without opening every single Lead
J> record and changing the field manually?
J>
J> Thanks for the help
J>

Re: Editing multiple records by Matt

Matt
Wed Nov 16 20:46:36 CST 2005

I was actually wondering how he was using CRM 2.0?? ;-)

There is a bulk edit feature coming in v3.0 that will allow you to select
multiple records and then apply a common change to them.

--

Matt Parks
MVP - Microsoft CRM

"Eddie Fourie" <nomailhere@gmail.com> wrote in message
news:9bf1c77810088c7b8c6bf15fd2e@msnews.microsoft.com...
Hello Jose,

There isn't a such a global "Find & Replace" command, but the easiest way
to simulate this is to create a manual workflow in WM, and then run the
workflow
against the subset of records you desire or compiled using the Advanced Find
window.

Kind Regards
Eddie Fourie
MBS Specialist

J> We use CRM 2.0. I wonder if there is a multi-record editing command
J> similar to "Find & Replace". We have imported several dozen records
J> as Leads. I wish to update the Industry field to a single value, say
J> "Insurance". How can I do this without opening every single Lead
J> record and changing the field manually?
J>
J> Thanks for the help
J>