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Microsoft Dynamics CRM (Archived)

Changing the owner for accounts, contacts, opportunities

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Posted on by

I need to change the owner of some accounts, contacts, opportunities from a sales person to another...

Is there a way except changing the owner field by field, notice that i have a global administrator privilege.  I need to transfer to another owner all at once. 

Thank you in advance. 

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I have the same question (1)
  • Suggested answer
    Mahendar Pal Profile Picture
    45,095 on at

    Hi,

    One possible option could be to create an ondemand workflow or dialog and then in workflow or dialog you can write a steps to update corresponding record type and set a different owner.

    Thanks

  • Verified answer
    Rutul Chauhan Profile Picture
    2 on at

    Go to user entity. Open user form and click on reassign records button to transfer ownership from that user to new user. In this method all record's ownership will be changed to new user.

    Regards,

    Rutul

  • Verified answer
    PS Profile Picture
    23,577 on at

    if this is for a user who has left the organization or switched department, you can go by Rutul's mehtod.

    If this is temporary and you have few records of user A to be assigned to User B, not all records; go by HIMBAP's method

  • Community Member Profile Picture
    on at

    Thank you Rutul Chauhan  for your simple and easy answer. all records are transferred to the required user.

  • Community Member Profile Picture
    on at

    Thank you Prashant Shukla for this information.

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