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Changing inactive records

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  • 1.  Changing inactive records

    SILVER CONTRIBUTOR
    Posted 29 days ago
    Hello
    In Dynamics CRM 2016 records of all entities can be set to inactive. Once inactive, the are not editable anymore.
    However, is it possible to update them programmatically, for example by code, 3rd party tools like Simego, XRM Toolbox etc? Is there something special I have to keep in mind?
    Thanks a lot.
    Regards
    Heinz
    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Changing inactive records
    Best Answer

    TOP CONTRIBUTOR
    Posted 28 days ago
    With a few exceptions, yes inactive records can be updated programmatically. In XrmToolBox you could use Bulk Data Updater or SQL 4 CDS. You could also look at tools such as KingswaySoft for more automation.

    ------------------------------
    Mark Carrington
    Chief Technologist
    Data8
    Chester
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Changing inactive records

    GOLD CONTRIBUTOR
    Posted 27 days ago
    Inactive records may also be edited in mass using the Export/Import feature.

    ------------------------------
    Hugh Konigsmark
    Global CRM/CPQ Director
    Bray International, Inc.
    Houston TX
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: Changing inactive records

    SILVER CONTRIBUTOR
    Posted 27 days ago
    You can also use a Dynamics workflow for each entity to update inactive records.  If you are updating a lot of records, I believe there is a utility in XRMToolBox that will run workflows on large batches of records.

    ------------------------------
    Terry Letkeman
    Bespoke Technology Services
    Winnipeg
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 5.  RE: Changing inactive records

    GOLD CONTRIBUTOR
    Posted 26 days ago
    If it is just single record that you need to update we use the Level Up Chrome extension. It is awesome. Go God mode and you can update anything you need to whether active or inactive.

    Good luck

    ------------------------------
    Anthony Roth
    Director of Business Systems
    California Hospital Association
    Sacramento CA
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 6.  RE: Changing inactive records

    D365UG/CRMUG ALL STAR
    Posted 12 days ago
    True story! But goodness God Mode can be SCARY if it's in the wrong hands!
    Evil laugh |  MINE! IT'S ALL MINE!!
MWAHAHAHA | image tagged in evil laugh | made w/ Imgflip meme maker

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    Heidi Neuhauser
    Director, CRM Projects
    Reenhanced
    Green Lane PA
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 7.  RE: Changing inactive records

    GOLD CONTRIBUTOR
    Posted 12 days ago
    Right!! I rarely show this to anyone other than my team. Really makes you think through whether or not we need field level security. Editable Grids seem to give similar access to fields we as admins are protecting due to read only or hiding.

    ------------------------------
    Anthony Roth
    Director of Business Systems
    California Hospital Association
    Sacramento CA
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 8.  RE: Changing inactive records

    SILVER CONTRIBUTOR
    Posted 14 days ago
    Edited by Heinz Arnold 14 days ago
    Hello
    Thanks a lot for all your answers. Good for now, I used Simego to update the records. It worked without problems.
    Have a nice day.
    Heinz
    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


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