Tag: Accounts

No one enjoys opening up each record, one at a time, to update a field with the same value in your company’s CRM. This is why the bulk edit feature in Microsoft Dynamics CRM is such a great tool, especially if the field you need to update is a Lookup field. This ends up saving a bunch of clicks and ultimately, time. One thing I never really noticed though, is that while most fields can be edited there is one on the Account that stood alone. The Parent Account. Since I hadn’t had a need to ever update this field en masse myself it wasn’t until a client wanted to change the Parent Account on multiple records that I realized CRM has the lookup link grayed out. Meaning, Read More »