web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Change System Jobs own...
Microsoft Dynamics CRM (Archived)

Change System Jobs ownership

(0) ShareShare
ReportReport
Posted on by Quest John 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?

*This post is locked for comments

  • Suggested answer
    Arun Vinoth Profile Picture
    Arun Vinoth 11,615 Moderator on at

    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

  • Suggested answer
    Dave @ Newlon Profile Picture
    Dave @ Newlon 20 on at

    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
    Kokulan Profile Picture
    Kokulan 18,054 on at

    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

  • Dave @ Newlon Profile Picture
    Dave @ Newlon 20 on at

    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.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the August Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
ScottDurow Profile Picture

ScottDurow 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans