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Microsoft Dynamics CRM (Archived)

Reassign ownership for several accounts at a time?

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Posted on by TLarsen

35

Hi

After the retirement of a sales person, we wish to reassign his accounts to a colleague. There are many accounts, so I am looking for a way to assign the new ownership to several accounts at a time. Is there any way I can do this without having to do it directly in the database using SQL commands (which I would prefer not to)?

TLarsen

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Leon Tribe 7,034 on at

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You can do it 250 at a time by setting your client to show 250 records in the list view, highlighting all the records and clicking the reassign icon. For more than 250 records you're looking at coding or doing unsupported SQL changes. Leon Tribe Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/

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TLarsen 35 on at

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Thanks a lot, Leon - that did the trick. :-)

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