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Sales calls

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Posted on by 2B-11062057-0

Hello I am experiencing a problem as many of the sales safe are forgetting to reschedule their AM / PM sales calls for the next day thus making them all go into overdue sales calls.

Does anyone know a way to do a bulk reschedule vs having to select each item to reschedule as this is a very time consuming task.

Thank you

Jonathan

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Microsoft Dynamics CRM

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Tom_Gioielli 1,702 on at

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Sales calls

If they select multiple records in the Phone Call table, they should be able to do a Bulk Edit and change the start date and time for the calls all at once. If they do not have the Bulk Edit option, check their security roles as it is considered a miscellaneous permission through security.

How to Bulk Edit in Microsoft Dynamics 365/CRM

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