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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Assign records to ex m...
Microsoft Dynamics CRM (Archived)

Assign records to ex manager when changing to new manager

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Posted on by Elangamban 445

Hi,

When a user's manager is changed, till that date all the records of that user should be automatically assigned to the ex manager and whatever the new records the user is creating, it only should be assigned to the new manager.

Is there a way to achieve this?

Thanks.

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  • Suggested answer
    Aric Levin - MVP Profile Picture
    Aric Levin - MVP 30,190 Moderator on at
    RE: Assign records to ex manager when changing to new manager

    You can create a plugin that will execute on the Update of the User record (when the manager field changes).

    You will need to create an Pre-Image of the entity (before the change), so that you can get the old manager id.

    Within your plugin, call the ReassignObjectsSystemUserRequest as shown below:

    ReassignObjectsSystemUserRequest req = new ReassignObjectsSystemUserRequest();

    //The user who's records will be reassigned

    req.UserId = new Guid("ASSIGN_FROM_USER_GUID");

    //The new user to receive the records

    req.ReassignPrincipal = new EntityReference("systemuser", new Guid("ASSIGN_TO_USER_GUID"));

    ReassignObjectsSystemUserResponse resp = (ReassignObjectsSystemUserResponse)service.Execute(req);

    Hope this helps.

  • Elangamban Profile Picture
    Elangamban 445 on at
    RE: Assign records to ex manager when changing to new manager

    I don't know about creating plugin, but I'll give it a try.

    Thanks.

  • Aric Levin - MVP Profile Picture
    Aric Levin - MVP 30,190 Moderator on at
    RE: Assign records to ex manager when changing to new manager

    Here is a sample link to how to create a plugin:

    msdn.microsoft.com/.../gg594416.aspx

    You can also download the Microsoft Dynamics CRM SDK, which has some samples there.

    Hope this helps.

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