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Dynamics CRM 4 - Bulk Edit Price List on Accounts

Posted on 2014-02-19
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Last Modified: 2014-07-19
I need to do a mass edit to change the price list on numerous accounts.  When I select multiple records and hit edit, the price list field is grayed out and cannot be changed.  I had to do this a few years back and I came accross a script that I was able to insert into CRM (it may have been an onload function) that allowed the field to be editable when selecting multiple records.  Of course, I forgot to bookmark the site I found it on.  If someone can help me out on how to make the field editable, I would appreciate it.
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Question by:csimmons1324
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Expert Comment

by:Rikin Shah
ID: 39870853
Hi,

This is because if we have enabled the OnChange event for the fields, those fields appear as disabled on the Bulk Edit form. As multiple records in CRM won’t be able to trigger the OnChange event and take the defined action in OnChange Jscript.

Go to design mode of Entity. Go to Properties of the attribute. Go to Scripts and uncheck the Enable script checkbox temporay. Publish it. Change the values using bulk edit and re-enable the script.
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Author Comment

by:csimmons1324
ID: 39871033
Rikin,

I have gone into the Account entity.  I then selected Forms and Views and went into the main Form for the Account.  I selected the Price List field and clicked "Change Properties" and then went under the Events tab and clicked the edit button.  There is no script listed there and the Event is not enabled.
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LVL 20

Expert Comment

by:Rikin Shah
ID: 39872503
Hi,

I hope you're working on latest UR.

I'm not sure if there is any script/js function available. But follow these steps and you will be able to edit it in bulk.

Create an On Demand Workflow with the scope of User, Remove any triggering action like Start When: Record is Created, Updated...
Add steps to update entity record, Set properties add a Price List. Save it and Activate it.

Now, select multiple records you want to update with and run the workflow we created.
The only thing you will be doing is that you need to change the price list for some of the records in workflow.
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Accepted Solution

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csimmons1324 earned 0 total points
ID: 40195617
I found the article that I was looking for on how to achieve the bulk edits:

http://support.microsoft.com/kb/949941
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Author Closing Comment

by:csimmons1324
ID: 40206051
The link shows a microsoft KB article on how to update the OnChange event for bulk edits.
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