In part two of this blog series, we examine the role of technology in enhancing the customer experience in government with a focus on streamlining and automating customer-facing processes.
Ever want to do mass updates to Opportunities in CRM but many of the records that need to be updated are closed? Well, it's easy to do with CRM 2011's "Make this data available for re-importing" feature!
Why would you want to mass update closed Opportunities in CRM 2011? One reason is that you may want to remove an option set value. You can't simply delete it without leaving the field blank on the closed records, so it needs to be mapped to another value.
If you want to learn more about the Data Import Wizard before proceeding, check out these other posts:
Ready to update some records?
In our scenario, we also needed to then go back and remove the discontinued value from the Option Set so it would not be available for future selection, and then we were done.
Need more information on Option Sets? Check out When to use a Global Option Set vs a Custom entity.