Have you ever had the need to mass update records in Dynamics 365, only to find it way too cumbersome and time-consuming? In this article, I will walk you through how to make updating records in D365 fast and easy.
You’ll learn how to open entity data in Microsoft Excel, update records and publish the updated data back into D365 using the Excel add-in. For my example, I will update records using the vendor master list page.
Ready to update your records?
Let’s start out in the All Vendors list page in Accounts Payable.
Note: If you want to export only a subset of data, you can filter your data before exporting it.
To export your data to Excel, do the following:
- Click on the Excel icon and under Open in Excel, select Vendors V2.
- Don’t select Export to Excel, this will not create the data connection that allows you to publish your updated records.
- Click Download to export the records; you have the option to open the file or save to your local PC.
- Once the file is open in Excel, you will want to “Enable Editing.”
Once the Excel file is open, we can update the records to then be published back into D365. In my example screenshot, I have updated the phone numbers for the 5 records.
Once the data is updated in Excel, you are ready to publish back into D365. Click on Publish in the data connector task pane within the Excel file.
Let’s now go back into the All Vendors list page and click refresh. You will notice the 5 phone numbers have now been updated.
Need help with Dynamics 365?
Western Computer experts are standing by to answer your questions or help you work through many common challenges like this. Be sure to bookmark our online resource library for more help with Dynamics 365 or for more information on this topic, read this Microsoft article.
About the AuthorMore Content by Jeff Katz