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Change System Jobs ownership

Posted on by 60

Microsoft Dynamics CRM 2013 on premise

We have a user that for a many years was doing the configuration and administration of our CRM. There are jobs and workflows with him as the owner.

Now, his position has changed to a sales person and he no longer does those functions.

What is the best way to change jobs and workflows that he is owner of to a new "service" user?

  • Dave @ Newlon Profile Picture
    Dave @ Newlon 20 on at
    RE: Change System Jobs ownership

    Hi Kokulan,  

    Yes, that works great for the 'Process Definition' (eg the bit you can edit),  but after a system job has been triggered and is already running (like a background process that's at a 'Wait' condition), then the only way I've found is to use the 'Assign Records' button on the User form.

  • Suggested answer
    Kokulan Profile Picture
    Kokulan 18,048 on at
    RE: Change System Jobs ownership

    Hi

    I normally use advance find to query and filter the processes that I want to change the ownership to and then use the Assign Button. Please see below

    8117.ScreenClip-_5B00_219_5D00_.png

    2287.ScreenClip-_5B00_220_5D00_.png

  • Suggested answer
    Dave @ Newlon Profile Picture
    Dave @ Newlon 20 on at
    RE: Change System Jobs ownership

    I just found this post; its too late for the OP but for anyone else I found some great advice here:

    https://celedonpartners.com/blog/reassign-records-another-user-dynamics/

  • Suggested answer
    Arun Vinoth Profile Picture
    Arun Vinoth 11,613 on at
    RE: Change System Jobs ownership

    You can change the owner of the Workflow by going to Settings - Processes - Particular WF - Deactivate it - click Administration tab - modify the user lookup value to service account - Activate. You can do using Assign button also.

    community.dynamics.com/.../224447

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