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Editing Inactive Records

  • 1.  Editing Inactive Records

    Posted Jul 07, 2019 09:27 PM
    We'd like to be able to edit inactive records. I *thought* at one point this could be done via "Edit in Excel Online" but it doesn't appear to be work.  I assume this is the same with Export > Reimport.  Anyone have any native easy tip/trick to update an inactive record (we have too much going on with this entity and its data to reactivate, update, and then deactivate).

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    Cherish Orozco
    HITT Contracting Inc
    Falls Church VA
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    Conference-CRMUG_200x200


  • 2.  RE: Editing Inactive Records

    Posted Jul 08, 2019 07:35 AM
    Hello,
    Is your entity a OOB or custom entity? Also, would you be open to doing it through plugins or custom workflow activites?

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    Nikhil Rajendran
    Aha Apps
    Glen Allen VA
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    Conference-CRMUG_200x200


  • 3.  RE: Editing Inactive Records

    SILVER CONTRIBUTOR
    Posted Jul 08, 2019 01:43 PM
    Hi Cherish,

    Not sure what fields you're trying to update but I was able to successfully update disqualified Leads last week using the export / import tools. The fields I was updating were text, and option set fields.

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    Brian Mergen
    Dynamics 365 (CRM)/DBA
    Morton Buildings, Inc.
    Morton IL
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    Conference-CRMUG_200x200


  • 4.  RE: Editing Inactive Records

    Posted Jul 08, 2019 09:45 PM
    @Nikhil Rajendran - it's a native entity and we'd like to steer clear of plugins and custom workflow activities for the sake of ensuring things are easily modified by an admin and sustainable moving forward.  Thanks for the thought though!

    @Brian Mergen - thanks for the heads up!  I'll give it a whirl.  Fingers crossed it works as expected.  Much appreciated!​​

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    Cherish Orozco
    HITT Contracting Inc
    Falls Church VA
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    Conference-CRMUG_200x200


  • 5.  RE: Editing Inactive Records

    Posted Jul 09, 2019 07:27 AM
    Hi Cherish,

    There might be something in XRM Toolbox?
    https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/156959/update-closed-inactive-records

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    Alison Mulligan
    Maximus IT Ltd
    London
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    Conference-CRMUG_200x200


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