{"id":336,"date":"2014-03-13T09:41:40","date_gmt":"2014-03-13T16:41:40","guid":{"rendered":"https:\/\/regroove.ca\/oh365eh\/?p=336"},"modified":"2023-02-24T20:45:58","modified_gmt":"2023-02-24T20:45:58","slug":"microsoft-dynamics-crm-changing-multiple-records-in-2013","status":"publish","type":"post","link":"https:\/\/regroove.ca\/oh365eh\/2014\/03\/13\/microsoft-dynamics-crm-changing-multiple-records-in-2013\/","title":{"rendered":"Microsoft Dynamics CRM – Changing Multiple Records in 2013"},"content":{"rendered":"

Making an edit to multiple items in Microsoft Dynamics CRM 2013<\/strong> is referred to as \u201cchanging multiple records<\/em>\u201d.<\/p>\n

The process is simple enough. (For this example, we\u2019ll make a chance to a batch of tasks.)<\/p>\n

1. Select the tasks you want to apply the edit to. You can select all of the tasks by clicking on the checkmark header.<\/em><\/p>\n

\"CRM2013-multrecords-select-1\"<\/p>\n

2. Select the ellipse (\u2026)<\/strong> to open a menu with more options. Then select edit from that list.<\/p>\n

\"CRM2013-multrecords-edit-1\"<\/a><\/p>\n

3. A \u201cChange Multiple Records\u201d menu opens in a new window. Make the change you want to apply to all the selected records, and click \u201cChange.\u201d<\/p>\n

\"CRM2013-multrecords-menu\"<\/a><\/p>\n

The next step that stumped me momentarily is this: All the fields<\/strong> that I would actually want to perform a batch change to appear to be missing<\/strong>!<\/p>\n

*dun dun duuuun!*<\/em><\/p>\n

Where could I change the Priority? The Due Date? The Activity Status? The Owner?!<\/p>\n

Fortunately the newly designed Dynamics CRM interface is intuitive, and I only remained at a loss for a few seconds before I spotted the sideways facing triangle<\/strong><\/em>, which is a strong indication that extra functionality is tucked away in the minimized section.<\/p>\n

In this case if you click on the triangle or the word \u201cHeader\u201d the section will expand and the \u201cmissing\u201d fields become visible<\/strong>.<\/p>\n

\"CRM2013-multrecords-header\"<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Making an edit to multiple items in Microsoft Dynamics CRM 2013 is referred to as \u201cchanging multiple records\u201d. The process is simple enough. (For this example, we\u2019ll make a chance to a batch of tasks.) 1. Select the tasks you want to apply the edit to. You can select all of the tasks by clicking … <\/a><\/p>\n","protected":false},"author":12,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[3],"tags":[63,138],"acf":[],"yoast_head":"\nMicrosoft Dynamics CRM - Changing Multiple Records in 2013 - Kelly LaForest<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/regroove.ca\/oh365eh\/2014\/03\/13\/microsoft-dynamics-crm-changing-multiple-records-in-2013\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Microsoft Dynamics CRM - Changing Multiple Records in 2013 - Kelly LaForest\" \/>\n<meta property=\"og:description\" content=\"Making an edit to multiple items in Microsoft Dynamics CRM 2013 is referred to as \u201cchanging multiple records\u201d. The process is simple enough. (For this example, we\u2019ll make a chance to a batch of tasks.) 1. Select the tasks you want to apply the edit to. You can select all of the tasks by clicking …\" \/>\n<meta property=\"og:url\" content=\"https:\/\/regroove.ca\/oh365eh\/2014\/03\/13\/microsoft-dynamics-crm-changing-multiple-records-in-2013\/\" \/>\n<meta property=\"og:site_name\" content=\"Kelly LaForest\" \/>\n<meta property=\"article:published_time\" content=\"2014-03-13T16:41:40+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-02-24T20:45:58+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/regroove.ca\/oh365eh\/wp-content\/uploads\/sites\/5\/2014\/03\/CRM2013-multrecords-select-1.png\" \/>\n<meta name=\"author\" content=\"Kelly LaForest (Alumni)\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Kelly LaForest (Alumni)\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/regroove.ca\/oh365eh\/2014\/03\/13\/microsoft-dynamics-crm-changing-multiple-records-in-2013\/\",\"url\":\"https:\/\/regroove.ca\/oh365eh\/2014\/03\/13\/microsoft-dynamics-crm-changing-multiple-records-in-2013\/\",\"name\":\"Microsoft Dynamics CRM - Changing Multiple Records in 2013 - Kelly LaForest\",\"isPartOf\":{\"@id\":\"https:\/\/regroove.ca\/oh365eh\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/regroove.ca\/oh365eh\/2014\/03\/13\/microsoft-dynamics-crm-changing-multiple-records-in-2013\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/regroove.ca\/oh365eh\/2014\/03\/13\/microsoft-dynamics-crm-changing-multiple-records-in-2013\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/regroove.ca\/oh365eh\/wp-content\/uploads\/sites\/5\/2014\/03\/CRM2013-multrecords-select-1.png\",\"datePublished\":\"2014-03-13T16:41:40+00:00\",\"dateModified\":\"2023-02-24T20:45:58+00:00\",\"author\":{\"@id\":\"https:\/\/regroove.ca\/oh365eh\/#\/schema\/person\/4fa186de23274f1333fde6d6e6d4ab98\"},\"breadcrumb\":{\"@id\":\"https:\/\/regroove.ca\/oh365eh\/2014\/03\/13\/microsoft-dynamics-crm-changing-multiple-records-in-2013\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/regroove.ca\/oh365eh\/2014\/03\/13\/microsoft-dynamics-crm-changing-multiple-records-in-2013\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/regroove.ca\/oh365eh\/2014\/03\/13\/microsoft-dynamics-crm-changing-multiple-records-in-2013\/#primaryimage\",\"url\":\"https:\/\/regroove.ca\/oh365eh\/wp-content\/uploads\/sites\/5\/2014\/03\/CRM2013-multrecords-select-1.png\",\"contentUrl\":\"https:\/\/regroove.ca\/oh365eh\/wp-content\/uploads\/sites\/5\/2014\/03\/CRM2013-multrecords-select-1.png\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/regroove.ca\/oh365eh\/2014\/03\/13\/microsoft-dynamics-crm-changing-multiple-records-in-2013\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Oh 365 Eh?\",\"item\":\"https:\/\/regroove.ca\/oh365eh\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Microsoft Dynamics CRM – Changing Multiple Records in 2013\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/regroove.ca\/oh365eh\/#website\",\"url\":\"https:\/\/regroove.ca\/oh365eh\/\",\"name\":\"Kelly LaForest\",\"description\":\"Microsoft Office 365 blog by a OneNote MVP.\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/regroove.ca\/oh365eh\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/regroove.ca\/oh365eh\/#\/schema\/person\/4fa186de23274f1333fde6d6e6d4ab98\",\"name\":\"Kelly LaForest (Alumni)\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/regroove.ca\/oh365eh\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/445d0ea6094c6f67db6861e9e51c3b6c?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/445d0ea6094c6f67db6861e9e51c3b6c?s=96&d=mm&r=g\",\"caption\":\"Kelly LaForest (Alumni)\"},\"url\":\"https:\/\/regroove.ca\/oh365eh\/author\/klaforest\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Microsoft Dynamics CRM - Changing Multiple Records in 2013 - Kelly LaForest","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/regroove.ca\/oh365eh\/2014\/03\/13\/microsoft-dynamics-crm-changing-multiple-records-in-2013\/","og_locale":"en_US","og_type":"article","og_title":"Microsoft Dynamics CRM - Changing Multiple Records in 2013 - Kelly LaForest","og_description":"Making an edit to multiple items in Microsoft Dynamics CRM 2013 is referred to as \u201cchanging multiple records\u201d. The process is simple enough. (For this example, we\u2019ll make a chance to a batch of tasks.) 1. Select the tasks you want to apply the edit to. You can select all of the tasks by clicking …","og_url":"https:\/\/regroove.ca\/oh365eh\/2014\/03\/13\/microsoft-dynamics-crm-changing-multiple-records-in-2013\/","og_site_name":"Kelly LaForest","article_published_time":"2014-03-13T16:41:40+00:00","article_modified_time":"2023-02-24T20:45:58+00:00","og_image":[{"url":"https:\/\/regroove.ca\/oh365eh\/wp-content\/uploads\/sites\/5\/2014\/03\/CRM2013-multrecords-select-1.png"}],"author":"Kelly LaForest (Alumni)","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Kelly LaForest (Alumni)","Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/regroove.ca\/oh365eh\/2014\/03\/13\/microsoft-dynamics-crm-changing-multiple-records-in-2013\/","url":"https:\/\/regroove.ca\/oh365eh\/2014\/03\/13\/microsoft-dynamics-crm-changing-multiple-records-in-2013\/","name":"Microsoft Dynamics CRM - Changing Multiple Records in 2013 - Kelly LaForest","isPartOf":{"@id":"https:\/\/regroove.ca\/oh365eh\/#website"},"primaryImageOfPage":{"@id":"https:\/\/regroove.ca\/oh365eh\/2014\/03\/13\/microsoft-dynamics-crm-changing-multiple-records-in-2013\/#primaryimage"},"image":{"@id":"https:\/\/regroove.ca\/oh365eh\/2014\/03\/13\/microsoft-dynamics-crm-changing-multiple-records-in-2013\/#primaryimage"},"thumbnailUrl":"https:\/\/regroove.ca\/oh365eh\/wp-content\/uploads\/sites\/5\/2014\/03\/CRM2013-multrecords-select-1.png","datePublished":"2014-03-13T16:41:40+00:00","dateModified":"2023-02-24T20:45:58+00:00","author":{"@id":"https:\/\/regroove.ca\/oh365eh\/#\/schema\/person\/4fa186de23274f1333fde6d6e6d4ab98"},"breadcrumb":{"@id":"https:\/\/regroove.ca\/oh365eh\/2014\/03\/13\/microsoft-dynamics-crm-changing-multiple-records-in-2013\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/regroove.ca\/oh365eh\/2014\/03\/13\/microsoft-dynamics-crm-changing-multiple-records-in-2013\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/regroove.ca\/oh365eh\/2014\/03\/13\/microsoft-dynamics-crm-changing-multiple-records-in-2013\/#primaryimage","url":"https:\/\/regroove.ca\/oh365eh\/wp-content\/uploads\/sites\/5\/2014\/03\/CRM2013-multrecords-select-1.png","contentUrl":"https:\/\/regroove.ca\/oh365eh\/wp-content\/uploads\/sites\/5\/2014\/03\/CRM2013-multrecords-select-1.png"},{"@type":"BreadcrumbList","@id":"https:\/\/regroove.ca\/oh365eh\/2014\/03\/13\/microsoft-dynamics-crm-changing-multiple-records-in-2013\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Oh 365 Eh?","item":"https:\/\/regroove.ca\/oh365eh\/"},{"@type":"ListItem","position":2,"name":"Microsoft Dynamics CRM – Changing Multiple Records in 2013"}]},{"@type":"WebSite","@id":"https:\/\/regroove.ca\/oh365eh\/#website","url":"https:\/\/regroove.ca\/oh365eh\/","name":"Kelly LaForest","description":"Microsoft Office 365 blog by a OneNote MVP.","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/regroove.ca\/oh365eh\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/regroove.ca\/oh365eh\/#\/schema\/person\/4fa186de23274f1333fde6d6e6d4ab98","name":"Kelly LaForest (Alumni)","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/regroove.ca\/oh365eh\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/445d0ea6094c6f67db6861e9e51c3b6c?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/445d0ea6094c6f67db6861e9e51c3b6c?s=96&d=mm&r=g","caption":"Kelly LaForest (Alumni)"},"url":"https:\/\/regroove.ca\/oh365eh\/author\/klaforest\/"}]}},"_links":{"self":[{"href":"https:\/\/regroove.ca\/oh365eh\/wp-json\/wp\/v2\/posts\/336"}],"collection":[{"href":"https:\/\/regroove.ca\/oh365eh\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/regroove.ca\/oh365eh\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/regroove.ca\/oh365eh\/wp-json\/wp\/v2\/users\/12"}],"replies":[{"embeddable":true,"href":"https:\/\/regroove.ca\/oh365eh\/wp-json\/wp\/v2\/comments?post=336"}],"version-history":[{"count":1,"href":"https:\/\/regroove.ca\/oh365eh\/wp-json\/wp\/v2\/posts\/336\/revisions"}],"predecessor-version":[{"id":3338,"href":"https:\/\/regroove.ca\/oh365eh\/wp-json\/wp\/v2\/posts\/336\/revisions\/3338"}],"wp:attachment":[{"href":"https:\/\/regroove.ca\/oh365eh\/wp-json\/wp\/v2\/media?parent=336"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/regroove.ca\/oh365eh\/wp-json\/wp\/v2\/categories?post=336"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/regroove.ca\/oh365eh\/wp-json\/wp\/v2\/tags?post=336"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}