Editing multiple records

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
0
Utf
11/16/2005 9:08:49 PM
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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> 


0
Eddie
11/16/2005 9:14:00 PM
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>



0
Matt
11/17/2005 2:46:36 AM
Reply:

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