Dynamics 365 Customer Engagement Tip of the Month: Bulk updates using Excel Online

Keeping data accurate and clean is critical to the success of any CRM system. While bulk updates in Excel can be helpful, exporting and importing can often be time-consuming. Dynamics 365 Customer Engagement (CRM) applications offer multiple methods for working with existing records in bulk, enabling you to efficiently update key fields on hundreds or even thousands of records at a time. One convenient feature allows you to make these updates directly within Excel Online—no exporting or importing is required.

You can quickly update records in bulk using Excel Online without leaving the Dynamics 365 interface. This method streamlines the process, allowing you to make edits efficiently while leveraging Excel’s powerful tools.

To use Excel Online for bulk updates, follow the steps below:

1. Open a list view in Dynamics 365 for the records you want to update

2. Click the drop-down arrow next to Export to Excel and select Open in Excel Online
If you don’t see Export to Excel, select the vertical ellipses (⋮)

3. Make your bulk updates directly in Excel Online

4. Select Save to automatically apply your changes to Dynamics 365

This approach offers several key benefits that make bulk updates in Dynamics 365 more efficient and user-friendly. By avoiding the time-consuming process of exporting and importing data, you can save valuable time and focus on more critical tasks. The seamless integration within the Dynamics 365 interface eliminates the need to switch between applications, keeping your workflow uninterrupted. Additionally, leveraging Excel’s powerful tools, such as formulas and bulk editing capabilities, makes data entry and updates faster and more accurate.

For more tips on how to optimize your Dynamics 365 Customer Engagement solution, contact Rand Group today.