I was thinking I could do this with a workflow but there doesn't seem to be a way to have it start processing as it needs a trigger..
I guess I'll have to go page by page and use the Assign button??
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Yes. That is correct. Look for 1:N relationship from your Primary Entity.
Ok. I think the main thing now is I want to make sure I have cascading set correctly. If I want all opportunities and contacts to change owners, so I'd look at the 1:N relationship correct?
Not really. Those are your choices.
I think XRM Toolbox is the way to go for you.
Have it run overnight if you need...
Currently the cascading is set to All which is why I believe the bulk assignments in CRM take forever to process since we have so any child records.
None of the options above would assign the accounts and child records quicker?
That is a different ballgame altogether.
Neither one of the solutions will include the child records by default, but you can configure your relationships to Update the Child record with the new assignment when the Parent records gets reassigned.
What you can probably do, is go to the solution where you have the parent entity. Expand the entity and go to 1:N Relationships. In there look for your relationship between the parent (primary entity) and the child (related entity).
Double click on the record. At the bottom of the relationship window, there is a section called Relationship Behavior. The type of Behavior might be Parental or Referencial. Change the Behavior to Configurable Cascading. Then you will be able to change the behavior of each action. In our case we are looking to change the behavior of the Assign action. You can set it to Cascade All or Cascade Active, based on your requirements.
You will need to do the above for all the relationships that you have with your Primary entity (that you want to be reassigned).
I still think that XRMToolbox Bulk Record Assigner will work for your needs after that.
Good luck.
Trying to assign them in bulk per page takes forever. I'm guessing because there's a lot of child records and data in each. Would the xrm toolbox make it assign faster and include the child records?
I'm guessing the import/export wouldn't include the child records..
I think the two ways to do this are:
1 - Create an SSIS package to retrieve and update those records.
2 - Write a console application that retrieves the account (in batches), and update the ownership of the records.
3 - Use the Bulk Record Assigner from XrmToolBox
Most likely the third option would be the easiest one...
Have you looked at XRM toolbox.
Also you could do this with https://mscrm2015asynchronousbatchprocess.codeplex.com/ as you can use fetch to select the accounts you want to do it on.
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