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How can I assign and edit records in bulk in Microsoft Dynamics 2013
Hi,
I have received a requirement lately from the business asking to be able to bulk edit and assign records from a custom entity in one step/form. I discovered the bulk edit which is partly what we are trying to accomplish but it has some restrictions. In bulk edit, we are not allowed to change the records assignment to another user - as this is a business required field and I cannot change that. Also, the fields that we want to modify are spread out across the form. A dialog will only work for one record at a time and won't let me assign the file and a workflow will not gather user input so it is useless.
Is there a simple and better way of accomplishing this?
Please let me know.
Thanks!
I have received a requirement lately from the business asking to be able to bulk edit and assign records from a custom entity in one step/form. I discovered the bulk edit which is partly what we are trying to accomplish but it has some restrictions. In bulk edit, we are not allowed to change the records assignment to another user - as this is a business required field and I cannot change that. Also, the fields that we want to modify are spread out across the form. A dialog will only work for one record at a time and won't let me assign the file and a workflow will not gather user input so it is useless.
Is there a simple and better way of accomplishing this?
Please let me know.
Thanks!
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Yes you can.
If you try this, I suggest you test it on a small group of records just to make sure that it works as you expect it to.
If you try this, I suggest you test it on a small group of records just to make sure that it works as you expect it to.
ASKER
Ok. I will give Excel a try. I'll let you know how it goes. Thanks for your help.
ASKER
Unfortunately I can see two reasons why this would not work in our situation. 1st, you have to modify each record individually even if the new value has to be the same for all of them - duplicate work and risk of typing error. 2nd, you don't get lookup values so the user could input a wrong value - again there is room for error. This would work in a situation where the system administrator would have to fix data issues without going to the database but for a user on their day to day operations, it doesn't seem convenient.
Any other ideas?
Cheers
Any other ideas?
Cheers
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ASKER
Ok. Thanks for your suggestions guys. I appreciate it. I will consult the business to see how they want to proceed.
ASKER