Change Ownership Records in Microsoft Dynamics 365

Ownership for records in an entity such as Accounts is nearly always assigned to a specific User or Team.

There are many reasons for doing this, including assigning sales and marketing tasks and responsibilities to an individual salesperson or team, securing sensitive data, and Sales pipeline reporting. To maintain these advantages, it is important to ensure that accurate Ownership information is maintained. Sometimes, this can mean assigning a group of Accounts or Contacts to other Users using the “Assign” option.

There are also times, such as the departure of a Salesperson or a territory reorganization, when all records need to be transferred from one User or Team to another User or Team so that they can take over responsibility for record management.

On those occasions, the best practice is to use a feature available to a Dynamics’ System Administrator. This tip will show you how to transfer ownership for all Records belonging to a User or Team.

You can change ownership records in just a few easy steps. Here’s how it’s done:

1. On the Navigation Bar, click on the “gear” icon and select “Advanced Settings.”
2. Then click Settings > Security > Users
   
3. Select a user and click “Edit”
   
4. Click “Reassign Records”
5. Select “Assign to Another User or Team” (unless the records will be assigned to yourself) and find the appropriate team/user
6. Click “OK”
   

That’s it – you’re done! Simple, right?

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