Changing Ownership of Records in Microsoft Dynamics 365 Made Easy

Ownership for each account and contact in CRM is always assigned to a specific CRM user or Team. There are many reasons and advantages to doing this. Among them are assigning sales and marketing tasks and responsibilities to an individual salesperson or team, securing sensitive data, and sales pipeline reporting.

But to maintain these advantages, it’s important to make sure that accurate ownership is maintained too. Sometimes, this can mean assigning just a small number of accounts or contacts to others.

But there are also times, such as the departure of a salesperson or territory reorganization, when all records including accounts and contacts need to be transferred to another user or team so that they can take over responsibility for their development.

On those occasions, the best practice is to use a feature of CRM’s System Administration User Management capabilities.

This tip will show you how to transfer ownership for all records belonging to a user with just a few mouse clicks.

Here is how easy it is! Just 6 clicks and you are done!

1. On the Navigation Bar, click the “gear” icon and select Advanced Settings

2. Click Settings

3. Click Security

4. Click Users

5. Select a User and click Edit

6. Click Reassign Records

From here all Contacts, Accounts, and other records assigned to this user may be assigned to a different User or a Team.

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