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Microsoft Dynamics® CRM 4.0 Step by Step by Jim Steger Mike Snyder Kara O’Brien, and Brendan Landers

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Using Bulk Edit and Bulk Assign from Advanced Find

It is certainly powerful and exciting to have the ability to create a list of records that match your specific criteria. The ability to take action on those records to strengthen your Microsoft Dynamics CRM database and adapt it to your business as it evolves is equally important. With Microsoft Dynamics CRM, you can take many actions on the results of an Advanced Find query. For example, you can perform the following actions:

  • Export the data to Microsoft Office Excel.

  • Bulk edit the records.

  • Bulk assign the records.

  • Deactivate the records.

In this section, we focus on the bulk edit and bulk assign functionalities. With the Microsoft Dynamics CRM bulk edit functionality, you can make a change to many ...

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