One of the areas that often becomes a chore in a CRM system is the managing of data that has become inconsistent or messy.
Dynamics CRM offers you the ability to do Bulk Edit for a quick cleanse. In this example we will change all state fields set to Texas to TX.
1. Choose Accounts
2. Pick a nice View that allows you to sort on the fields you might want to update. In our example sort by the STATE field by clicking on the column header.
3. Click on the first record to select, CNTL click on the last record to select all accounts where state equals Texas.
4. Choose Edit
5. Change the state field to TX
6. Save and Close
All better!
If you have thousands upon thousands of records then you can also use a manual work flow or setup an onchange event. Microsoft gives you lots of choices.
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