Is there any way to bulk assign records from one user to another?

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Posted on by CU23100303-0

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Dear, please, is there any way to mass assign records from one user to another, without having to use that function inside the User --> Reassign Records?

I ask this, because this User function --> Reassign Records usually takes a long time and gives an error at the end.

Is there any way, for example, some XrmToolBox plugin or some other way?

Please can you help me?

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Nya 29,060 on at

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RE: Is there any way to bulk assign records from one user to another?

Hi,

You can use the Bulk Data Updater tool in XrmToolBox.

The general procedure is to use FetchXML to filter out the records you need to assign to other users and then perform the assign operation.

Here is a detailed tutorial which you can refer to:

Bulk Data Updater for Microsoft Dataverse and the Power Platform (jonasr.app)

However, if there is an error when you use the OOTB assign button, it is not an expected performance and there may be some permission issues.

If there is any further issue, please do not hesitate to let me know.

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