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Hi,
We have the following situation:
One Dynamics CRM Online user in our tenant got a new Office 365 account. All the opportunities, accounts and views that he had on his old Office account are still connected to his old account. Is it in any way possible to transfer all this data from his old account to his new account? Or transfer his old account to his new account...
Thanks in advance.
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I don't know for sure if they will do it, but I would try to open a support case with Microsoft to see if they can fix this. They might help in ways you are not able to do on your own.
I had a somewhat similar case and they were surprisingly helpful.
Yes there is
You will need two processes though, as reassigning records is different from reassigning personal views.
To reassign all records to the new user:
To reassign all personal view to the new user:
Hope this helps you. If you have any other questions, please let me know!
If you found my answer helpful, please help the community by marking it as verified :-)
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