Even my daughter is into the personality test and came close with her guess that I was an ISFJ.
All of these assessments help us understand ourselves better and how you can better work with others once you figure out what they are. Hi Meryl, I have taken the MB test a few times and come out right on the border between INTJ and INTP. Brad, I think teams is a great use of these tools especially when they’re struggling.
Editing multiple records in Microsoft Dynamics CRM at once hasn’t always been the easiest of tasks. This feature is often billed as a means of performing ad-hoc analysis—take a look at this Microsoft Dynamics CRM Help & Training page—rather than an editable grid. If we want to update these we can click the Export to Excel button in the command bar, and then click Open in Excel Online. As you can see in the image above, we’ve updated our records and even assigned some accounts a new owner.
After we give it a moment, and then refresh the View, we see that the data was successfully updated.
You can learn more tips, tricks, and tutorials for Microsoft Dynamics CRM, please check out our xRM blog and our Success Portal.
Our goal is simple: to understand what challenges your business is facing, and provide end-to-end solutions using primarily Microsoft technologies. All plans come as a Standard license, and can be upgraded to an Enhanced license at any time.
The one thing I’ll never forget about that class is taking Myers-Briggs Type Indicator for the first time along with other personality and learning style tests. She probably thought we were opposites since she’s an ENTP (Extroversion, iNtuition, Thinking, Perceiving).
What I’ve found most helpful about these tests is what they can tell you about someone else.


Clients of ours at xRM oftentimes don’t even notice the feature, let alone know it can be used an import tool.
We have a set of Accounts that have the state in their address entered inconsistently or incorrectly. However, if we want to make other modifications to the data we need to make sure that all of the fields that need to be modified are represented as column headings in the view. In the Edit Columns window that opens, we click Add Columns, select the fields we want to update, and then click the OK button.
If they aren’t visible, we can always refresh the web browser and the changes should take effect.
For the reassignment to be successful, it’s important for the name in the Owner column to match the exact spelling as the name of the User record in CRM Online.
If you would like to receive training from our team of experts, please inquire about our QuickStart Training. Everyone who signs up gets full access to our entire library, including our curated collections.
Our Standard license allows you to use images for anything, except large print runs over 500,000+ or for merchandising.
Once you have downloaded your image, you have life-long rights to use it under the terms of the license purchased. We used them within work teams a couple times to help team members get a better idea of where their co-workers were coming from. Bulk editing has always been supported, but every included record had to take the same new value. For example, if we want to edit the cities and change ownership of these accounts we need to add Address 1: City and Owner as columns before exporting to Excel Online. I know that Liz’s name is spelled correctly, but if I enter “Elizabeth Smith,” the reassignment will not be successful.
They are brought in as an import, so it will take a minute or two depending on the size of the update.


We are unique in that we offer our customers unparalleled choice and flexibility when it comes to deployment models (on-premise, hosted, or hybrid) and professional services.
If at any time you're unsatisfied with your experience with us, you can cancel your subscription. Heh — in cleaning my organized files (!) (ack, I used !!!) I found prayers for each type.
If you wanted to make non-uniform changes, this required exporting records to an Excel spreadsheet that was capable of being reimported back into the system using a template. This can be easily done by using the Advanced Find feature, found in the upper, right-hand corner of the browser. Back at the Advanced Find window, we must be sure to save our changes before closing the window.
The browser will refresh, and the CRM records will be rendered as rows in an Excel spreadsheet. From presales to go-live support, from proof of concepts in a hosted model to implementations in an on-premise model, from demonstrations to trainings, we are your single source. We can now update the data inline as if we were updating any normal Excel data, by clicking a cell and typing. We can even use Find and Replace, Copy and Paste, or other Excel editing functions as needed. As we update records, we want to be sure that we are following the data type of the respective fields.



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