Edit multiple records

Can I do this task?

Record types that can be bulk edited

1. In any list, select multiple records:
   • Select several records by pressing the CTRL key while you click each record.
   • Select a sequence of records by clicking the first record that you want, and then press the SHIFT key while you select the last record that you want.
   • Select all records on the page by selecting the Select/clear all records on this page check box at the top of the list.

   Tip

   By default, the Microsoft Dynamics CRM Online Web application displays 50 records per page. You can increase the number of records displayed and thereby increase the number of records you can select at one time. To display up to a maximum of 250 records per page:

   1. On the Tools menu, click Options.
   2. On the General tab, in the Records Per Page list, select the number of records to display per page.
   3. Click OK.

   This changes the number of items that is displayed for all lists, which may slow response time when you switch record types. Therefore, you might want to set it back to a smaller number when you are done with this bulk action.

2. On the Actions toolbar, click More Actions, and then click Edit.
3. In the Edit Multiple Records form, make the changes that you want.

   Any fields that you enter data in will change in all selected records. Other fields will be left unchanged.

4. Click Save.

Notes

• You cannot perform a multiple edit operation on activities, lookup fields, or notes.
• You cannot use this form to clear data in a field.
• You cannot use this form to change the status of records. However, to change the status for a group of leads, add them to a marketing list. More information: Work with Marketing Lists

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