27 Jul’17

Dynamics 365, EnterpriseExcel Bulk Update with Filter


Sometime it requires us to update only certain records which satisfies condition. so how to update those records all at once.


We had a requirement where we wanted to change the status of all the record of lead which are in New status.

We need to follow below steps to achieve this.

  1. Make sure that your search field is added on Quick find view of that entity, otherwise you will not find the record in quick find view. in our case it is lead entity. Added the column status.

  2. Save and publish your customization after adding the column.
  3. Let’s go the home page of lead entity and search by putting criteria “new”, it will list down all the records which matches the condition.

  4. Now you have all the records that matches the condition of new means these records are newly created.
  5. Now click and edit in online excel as shown.

  6. Now you can edit any column listed.

  7. In our case I have changed the status from new to approved of two records, as it shows it is processing two records as shown.

  8. Record is updated/ failed in system you can see it as shown below.
  9. You can open and see the changes in that records.

Hope this helps you while doing bulk update for the records based on condition.

Written by

Subhash Mahato

Technical Consultant

Leave a Reply

Your email address will not be published. Required fields are marked *

Time limit is exhausted. Please reload the CAPTCHA.

Want to streamline your business processes?

  • This field is for validation purposes and should be left unchanged.

Recent Articles

  • Dynamics 365 Client Diagnostics

    15 March’ 2018

    Main cause of Performance Issues: Bandwidth and latency are the primary characteristics which affects the performance o...

    Read more
  • Closing Blind Shift in MPOS and CPOS in Dynamics 365 for Retail

    15 March’ 2018

    Manual For closing Blind shift in POS: Blind shifts terminate the currently ongoing shift and when logged in a new shif...

    Read more
  • Persistent Filters in the Power BI Service

    13 March’ 2018

    Introduction: The feature is finally release, and it is power BI has announced general availability of persistent filt...

    Read more
  • Cause and Solution for Scribe MSMQ not receiving Message from AX

    10 March’ 2018

    Issue: Microsoft Message Queuing (MSMQ) service running on Server might be unable to receive messages. Therefore, messa...

    Read more
  • User Privileges on SharePoint – D365 Document Integration

    10 March’ 2018

    Overview: Often, we wonder what could be wrong where we see a generic error on Documents in Dynamics 365. Something lik...

    Read more