Bulk Editing

With Microsoft Dynamics CRM 2011 and the addition of the ability to multiselect records in grid view, you can now edit Activities in bulk.

Note

The options for bulk editing are dependent on the types of activities you’ve selected—for example, you cannot Mark Complete activity types that are not the same.

Table 7.1 lists the following actions available on activities when selected in bulk.

Table 7.1 Bulk Edit Options

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Caution

There are some limitations when editing activities in bulk because there are some attributes that cannot be edited while in bulk edit. An example of this is the start and end times of appointments and service ...

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