How to Make Bulk Updates in MS CRM Like a Pro

Microsoft CRM (Customer Relationship Management) is a powerful tool that can help businesses manage their customer data. One of the features that make MS CRM so powerful is its ability to bulk update data. This means that you can easily make changes to multiple records at the same time, saving you a lot of time and effort.

In this article, we will discuss how to make bulk updates in MS CRM like a pro. We will cover the following topics:

• The different ways to bulk update data in MS CRM
• The best practices for bulk updates
• How to use the Bulk Edit feature
• How to use Excel Online to bulk update data

Different ways to bulk update data in MS CRM

There are two main ways to bulk update data in MS CRM:

• Using the Bulk Edit feature: This is the simplest way to bulk update data. Simply select the records you want to update, and then click the Edit button. You can then make changes to the fields you want to update, and then click the Change button to save your changes.
• Using Excel Online: This is a more advanced way to bulk update data. You can use Excel Online to create a spreadsheet that contains the changes you want to make to the data. Then, you can import the spreadsheet into MS CRM, and the changes will be applied to the records.

Best practices for bulk updates

Here are some best practices for bulk updates in MS CRM:

• Back up your data before you make any changes. This will help you to recover your data if something goes wrong during the bulk update process.
• Test your changes on a small number of records before you apply them to all of the records. This will help you to identify any potential problems with your changes.
• Use the Bulk Edit feature for simple bulk updates. If you need to make complex changes to the data, then you should use Excel Online.
• Be careful when making changes to the data. Make sure that you are changing the correct fields, and that you are entering the correct values.

Using the Bulk Edit feature

The Bulk Edit feature is a simple way to make changes to multiple records at the same time. To use the Bulk Edit feature, follow these steps:

1. Go to the entity that contains the records you want to update.
2. Select the records you want to update.
3. Click the Edit button.
4. Make the changes you want to make to the fields.
5. Click the Change button.

Using Excel Online to bulk update data

Excel Online is a more powerful way to bulk update data in MS CRM. To use Excel Online to bulk update data, follow these steps:

1. Create a spreadsheet that contains the changes you want to make to the data.
2. Save the spreadsheet as an Excel Online file.
3. In MS CRM, navigate to the entity that contains the records you want to update.
4. Click the Import button.
5. Select the Excel Online option.
6. Browse to the Excel Online file you created in Step 2.
7. Click the Import button.

The changes you made to the spreadsheet will be applied to the records in MS CRM.