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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?
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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.
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/
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.
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