Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM forum
Unanswered

Bulk updating ownership of accounts in CRM

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
Categories:
  • Leah Ju Profile Picture
    Leah Ju 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

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 288,584 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,864 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans