keeping the history of previous owners of accounts?

• 09-29-2008 8:46 AM

  Vicky Reeves Joined on 09-25-2008 Posts 7

  keeping the history of previous owners of accounts? Reply Contact Hi, I changed the owner of an account to a new user, however now all previous opportunities closed and won are showing against the new user, but I would like to keep the previous opportunities against the old user for reporting, it is just from now on that the new user should be the owner of the account and opportunities going forward..  Many thanks for your help!  I'm using CRM 3.0

• 09-29-2008 5:09 PM

  In reply to

  Leon Tribe Joined on 03-25-2008 Posts 59

  Re: keeping the history of previous owners of accounts? Reply Contact This is a function of the security settings you have against the account-opportunity relationship. If you go to settings and look at the relationship you should see it set to cascading, which means security flows down to the child entity. Adjust this security and ownership of the child records will not be automatically assigned to the new account owner. Leon Tribe

  Tags: microsoft dynamics crm, CRM setup, CRM, CRM 3, CRM 3.0, Microsoft CRM 3, crm 30

• 09-30-2008 12:49 AM

  In reply to

  Vicky Reeves Joined on 09-25-2008 Posts 7	Re: keeping the history of previous owners of accounts? Reply Contact That is exactly what I wanted! Thanks a lot!

• 12-18-2008 3:01 AM

  In reply to

  José Fehse Joined on 12-17-2008 Posts 3	Re: keeping the history of previous owners of accounts? Reply Contact Hi, we're having the same problem but I we're using version 4.0. I tryied to find the equivalent option in the interface, but I wasn't able to. Any hints on where I could change the option so changes in the account objects do not change the incident owners?  Tks a lot,  José Fehse MCSE

• 12-18-2008 5:15 PM

  In reply to

  Leon Tribe Joined on 03-25-2008 Posts 59	Re: Re: keeping the history of previous owners of accounts? Reply Contact It should be in the same place. go to the relationship form and look for the 'Relationship Behaviour' section. This is where the security is set. Leon Tribe

• 12-19-2008 7:48 AM

  In reply to

  José Fehse Joined on 12-17-2008 Posts 3

  Re: Re: Re: keeping the history of previous owners of accounts? Reply Contact Hi, tks a lot. I've digged it up yesterday a bit more and ended up finding it. I wonder now: is there a (safe) way to change the owner of old incidents (since I can't do it through the interface)? I know I can't simply revert, I'll have to assign them manually, but everytime we've tried any manual update of any table, we ended up restoring backup... Tks,   Jose Fehse

  Tags: CRM 4

• 12-19-2008 7:38 PM

  In reply to

  Leon Tribe Joined on 03-25-2008 Posts 59	Re: Re: Re: Re: keeping the history of previous owners of accounts? Reply Contact If you can isolate them with an Advanced find, you should be able to highlight them all and re-assign them in bulk. Certainly worth a try. Leon Tribe

• 12-22-2008 3:43 AM

  In reply to

  José Fehse Joined on 12-17-2008 Posts 3	Re: Re: Re: Re: Re: keeping the history of previous owners of accounts? Reply Contact Hi, tks for your help. Anyway, the method ALMOST works...The system lets you select the incidentes and lets you choose the person you want to be the new owner, but it just gives you and error saying the change was not done for one or more objects. Tks, José Fehse MCSE