Build Efficiency by Bulk Editing Excel Data using Dynamics 365
Did you know that it’s quick and simple to change multiple records at once using the bulk editing option in Dynamics 365? This brief post will show you how you to use Excel Online to easily edit and change data without having to navigate to numerous screens or download and upload spreadsheets into the system.
Step 1: To begin bulk editing Excel data, first access the view you wish to edit data from. For this example we have selected a sample view of cases to bulk edit.
It’s as easy as that!
There so many ways you can use this tip! We’d love to hear how you use the bulk editing feature in D365 to save you time and energy! Also, if you found this tip helpful, take a moment to share your feedback using the comments section below!