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Let’s gets started…

If you want to bulk update of the records on the Dynamics 365 online,

Follow the steps then you are good to go..

If you are not the owner of the records, first modify them to the current user or if you know what you are going to bulk update then select all the records in the view..

click on the three … dots you will find the export to excel click that dropdown then  click on the Open in Excel Online, then all the records selected will be shown in the excel gird view and then you start updating or  enter the new values.

Once you are happy with the changes then  click on the button Save changes to Dynamics

Then a pop will come up, where you can click on the Import link then it will take you the data import section on the dynamics 365…

Please see the below image for the successful imported data..

So you can navigate to the active account view on the dynamics 365.. and check all the changes have been reflected..

..

This method is quite useful without using any tools on the dynamics 365…

I hope this concept help some folks out there..

Dynamics 365 project work or want to implement Dynamics 365 in your organisation, any support work.
Please visit our website : www.gmritsolutions.co.uk 
or
contact us : admin@gmritsolutions.co.uk
or call us on 00447809572230.

We can help organisations within the UK and around the world:-)

MB2717 MICROSOFT DYNAMICS 365 FOR SALES CERTIFICATION 

The following study material is very useful for the Microsoft Dynamics 365 for Sales certification..

Online learning through the Microsoft Dynamics Learning Portal (DLP) is available to Microsoft Dynamics Partners who have purchased a training pack. If you haven’t purchased a training pack, sign in to PartnerSource and view the training pack details page. Find out how to gain access to the DLP site.

These DLP courses cover content for Exam MB2-717.

81055: Relationship Management in Microsoft Dynamics 365 for Sales

81056: Sales Management in Microsoft Dynamics 365

81066: Introduction to Microsoft Dynamics 365

These Digital Learning courses provide students with the tools to customize Dynamics 365 implementation for Sales. They explore the components used within the Sales module and how they apply to various business scenarios, describe Business Processes Flows, and provide insight on ways to put customer service at the forefront of an organization’s customer engagement strategy.

Customers on a service plan can access online learning from CustomerSource. Please contact mlxsupp@microsoft.com if you have questions.

From the community
Microsoft Dynamics CRM Team Blog

Follow @MSLearning

Who should take this exam?
Individuals wishing to obtain a certification on Microsoft Dynamics CRM Online Deployment should take this exam. Candidates for this exam implement, use, maintain, or support Microsoft Dynamics 365. Candidates include sales and marketing professionals, sales managers, project managers, solution architects, and functional consultants. This exam is also appropriate for sales staff who have a business software solution background and want to demonstrate foundational understanding of Microsoft Dynamics 365 application.

Candidates should have a moderate understanding of the sales and marketing process. Candidates should also have an understanding of the basic components and features of Microsoft Dynamics 365, and how they aid in the process of converting leads and opportunities into customers and sales while maximizing revenues.

**
https://community.dynamics.com/crm/b/workandstudybook/archive/2017/04/19/tips-to-prepare-for-the-dynamics-365-exam-mb2-717-sales

https://community.dynamics.com/enterprise/b/rafaelsblogcrm365/archive/2017/03/30/mb2-717-certification-insights-and-notes-for-revisions 

https://neilparkhurst.com/2016/06/01/mb2-713-certification-microsoft-dynamics-crm-2016-sales-revision-guide/

This  study material along with Microsoft Technet

https://technet.microsoft.com/en-us/library/mt826548.aspx

All the best if you are taking exam soon..

Good Luck…

MB2-715 Customer Engagement Online Deployment Certification Study Material.

Instance Management

Use the Office 365 admin center to manage your Dynamics 365 (online) subscription
https://technet.microsoft.com/en-us/library/dn973004.aspx

Manage Microsoft Dynamics 365 (online) instances
https://technet.microsoft.com/en-us/library/dn659834.aspx

Manage Dynamics 365 (online) Sandbox instances
https://technet.microsoft.com/en-us/library/dn659833.aspx

Manage Microsoft Dynamics 365 (online) updates
https://technet.microsoft.com/en-us/library/dn308237.aspx

Multiple online instances or tenants
https://technet.microsoft.com/en-us/library/dn722373.aspx

Managing Storage
https://technet.microsoft.com/library/jj191611.aspx

Pricing and Plans
https://www.microsoft.com/en-us/dynamics365/pricing

Outlook
Field Synchronization Dynamics 365 for Outlook
https://www.microsoft.com/en-us/dynamics/crm-customer-center/create-or-modify-synchronization-filters-or-view-synchronizing-fields.aspx

Dynamics 365 for Outlook Requirements
https://technet.microsoft.com/en-us/library/hh699818.aspx

Outlook App Requirements
https://technet.microsoft.com/en-us/library/hh699818.aspx

Customize Dynamics for tablets and phones
https://technet.microsoft.com/en-us/library/dn531159.aspx

Dynamics 365 for Outlook working offline
https://www.microsoft.com/en-us/dynamics/crm-customer-center/work-offline-with-dynamics-365-for-outlook.aspx

Dynamics 365 for Outlook advanced deployments
https://technet.microsoft.com/en-us/library/hh699727.aspx

Dynamics 365 for Outlook Configuration Wizard
https://www.microsoft.com/en-us/dynamics/crm-customer-center/configure-another-organization-to-use-with-dynamics-365-for-outlook.aspx

Entity offline synchronization
https://www.microsoft.com/en-US/Dynamics/crm-customer-center/enable-entities-for-mobile-offline-synchronization.aspx

Product Integration
SharePoint and Dynamics Integration
https://technet.microsoft.com/en-us/library/dn531154.aspx

Microsoft Social Engagement

BusinessApps
https://www.microsoft.com/en-us/dynamics/crm-customer-center/business-apps-in-dynamics-365.aspx

Yammer integration
https://technet.microsoft.com/library/dn850385.aspx