Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Unanswered

Bulk updating ownership of accounts in CRM

(0) ShareShare
ReportReport
Posted on by 180
Dear All,
 
One of my customers is running version Dynamics CRM client version 1.4.6677-2310.4. They are wanting a way of bulk updating the ownership of a number of accounts in CRM from one user to another? 
 
Is there anyway of doing that, without having to go to each individual account manually. 
 
Kind regards,
Kelly
  • Leah Ju Profile Picture
    Microsoft Employee on at
    Bulk updating ownership of accounts in CRM
    Hi Kelly,
    You can create one on-demand workflow to achieve it.
    Settings > Process
    Run:

    I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
    Regards,
    Leah

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 293,001 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,837 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156 Moderator

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans