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D365 Sales Assign all records of inactive user to new owner

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Posted on by John Mongol

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Hi,

Is it possible to migrate all system records that were created by currently inactive user (he was active when those records were created) to a new active user.

Is there a bulk all system record update, or the only way is to do it by hand for each entity?

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Accounts or Contacts

Leads or Opportunities

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Community member 14 on at

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D365 Sales Assign all records of inactive user to new owner

Hi John,

You can update this from Advanced Settings.

Go to Advanced Settings>Security>Users and then open the inactive user.

From the user page, you can select the reassign records button up top:

Select who to assign from the prompt.

Cheers!

Narayan
OmPrakash 4 on at

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D365 Sales Assign all records of inactive user to new owner

Hi John,

I would suggest you to create a scheduled power automate flow, In which you have to get all inactive users, Using

list rows and by fetch xml query where isenabled is false.

Now get all records of entity in which that user was an owner and update that record with new owner as per your requirement.
you can do for al the entities in which you to replace owner with active user.

If you find ny aswer is helpfull, Please mark it as verified.

Thank you !!

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