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Bulk updating ownership of accounts in CRM

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Posted on by KellyEnhanced

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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

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Leah Ju Microsoft Employee on at

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Hi Kelly,

You can create one on-demand workflow to achieve it.

https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/workflow-processes?view=op-9-1

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

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