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Your email address will not be published.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

  • Reading more then 10K records in D3FOE OData API

    11 July’ 2018

    Introduction: We all know Dynamics 365 Finance and Operations has limitation of 10K records to be fetched at a time usi...

    Read more
  • Paging in D365 Customer Engagement v9.0

    10 July’ 2018

    Introduction: The Xrm.retrieveMultipleRecords method is used to retrieve a collection of records in Dynamics 365 Custom...

    Read more
  • Set up Dynamics 365 connection in Microsoft Social Engagement

    10 July’ 2018

    Introduction: This blog explains how to Set up Dynamics 365 connection in Microsoft Social Engagement. Steps to be follo...

    Read more
  • Voice of the Customer failed to install

    10 July’ 2018

    Introduction: Many people face issues in installing Voice of Customer solution on v9 environment and trying repeatedly ...

    Read more
  • Scribe Insight AX as a Web Service Find Block issue

    10 July’ 2018

    Introduction: If we need to look up for any value from AX then we do it by using a Find Block in Scribe Insight Eg: Basi...

    Read more