CRM 2011 – Reassigning records in CRM 2011

someone at work recently left and someone replaced them and I hadn’t thought anything about it until I started thinking about all the records assigned to this user?

 

Interestingly you cannot delete users in CRM 2011 you can only de-active them.

 

so I know had to find out how to reassign the records from one user to another.

To do this you need to go to the user record in

SETTINGS –> ADMINISTRATION –> USERS

open the user record and you will notice there is a Reassign button

 

 

 

 

One you press reassign button you can then choose who you want to reassign the records to.

 

Before you start assigning records you should take a bit of time to consider the effect this might have.  This button will reassign all records, historical, closed, everything.

Assigning records might change some reports if the user was a sales person etc.

This blog post goes into the potential problems in more detail and I would advise reading it, just so you are informed of the potential banana skins

http://mscrmonline.wordpress.com/2011/02/21/danger-of-reassign-all-records-owned-by-the-current-user-function/

 

http://www.mhacloudcomputing.co.nz/top-navigation/news/2011/10/17/caution-when-reassigning-records-in-crm-2011.aspx

 

 

 

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