Quickly Updating Multiple Entity Attributes

Have you ever needed to make changes to a large number of fields? Perhaps 25 fields need their max value updated? All of the currency base fields need prefixed with zzz so they’re at the end of advanced find? You could go through and tediously open and change all of the fields. Or, you could use the Xrm Toolbox Bulk Attribute Editor.

This tool turns this process into 3 simple steps:

  1. Backup the entity being edited by creating and/or exporting a solution.
  2. Download and/or open “Attribute Editor” in XRM Toolbox.
  3. Click “Load Entities”.
  4. Select the entity to be edited from the entity drop-down.
  5. Click “Download Template”.
  6. Open the downloaded template.
  7. Edit the spreadsheet as necessary. Note that the logical name, schema name, and type columns should not be changed.
  8. Save and close the spreadsheet.
  9. Upload the edited template by clicking on the “…” to the left of the “Upload Template” button, selecting the spreadsheet, and then clicking “Upload Template”.
  10. Verify that the fields displayed in the grid match the expected fields.
  11. Click “Save Entity”.

Be sure to report any issues and/or suggestions in the comments below or at the Project Site:

Author: Michael Sollenberger

I am a Dynamics 365 Consultant with over 4 years of experience. I first became interested in programming at age 10 when I started learning BASIC from the book “Beginning Programming for Dummies.” Currently, I am working as a technical consultant for Cloud Nine Solutions. My responsibilities include estimating, designing, and building solutions with Dynamics 365 for Sales and Customer Service. My most recent project was a CRM implementation within an enterprise environment where I was responsible for managing the technical aspects of the project. Previously, I was a developer for Distributed Network Software where I first started with Dynamics CRM 2011 and worked in Dynamics GP.

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