Friday, April 19, 2013

CRM 2011: Mass Update Opportunity Estimated Closed Date

Today, I fielded a request from a collegue who was attempting to update large number of opportunities with the Bulk Edit feature.  They were attempting to update the "Estimated Close Date" field.

I noticed what they had as well -- in the bulk edit form the field was disabled.  I presume this is because behind the facade, this is a calculated field.

There's a quick and easy way to overcome this problem if you run into it.  A simple dialog (or workflow) can still manipulate this field.  The former can even be constucted so it prompts for a value.

I've included a screenshot tour of the dialog I constructed below:




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