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Change of Company/Contact owner

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Hi,

We have a list of companies in CRM which are owned by a user who has now left. We would like to change the ownership of those records to reflect the new owner. Import/Export doesn't seem to work with lookup attributes so I was going to perform the process manually (as there are not too many companies affected). However, if I change the ownership of the company from User A to User B, all contacts attached to that company change ownership to User B regardless of who actually owns them. Am I just doing something wrong here? Is there some other method I'm supposed to use?

Thanks in advance,

Tony.

Thursday, January 19, 2012 10:08 AM

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Have a look at, and configure, the cascading options for the relationships between the account entity and other entities

http://blogs.msdn.com/b/crm/archive/2010/04/27/check-and-set-assign-cascade-relationship-behavior-for-microsoft-crm.aspx
- Marked as answer by Frank Lee CRM MVPModerator Thursday, January 19, 2012 1:54 PM
Thursday, January 19, 2012 1:08 PM

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Hi Tony,

Please have a Look at this artlcle its explains how to do bulk reassign on User records

http://blogs.msdn.com/b/dynamicscrmonline/archive/2009/04/11/reassigning-records-in-bulk.aspx

hth

dkay

If the problem is resolved, we would appreciate a post explaining the resolution and mark the post answered and close the thread.
- Marked as answer by Frank Lee CRM MVPModerator Thursday, January 19, 2012 1:56 PM
- Unmarked as answer by Tony Spratt Wednesday, January 25, 2012 3:46 PM
Thursday, January 19, 2012 12:28 PM
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Have a look at, and configure, the cascading options for the relationships between the account entity and other entities

http://blogs.msdn.com/b/crm/archive/2010/04/27/check-and-set-assign-cascade-relationship-behavior-for-microsoft-crm.aspx
- Marked as answer by Frank Lee CRM MVPModerator Thursday, January 19, 2012 1:54 PM
Thursday, January 19, 2012 1:08 PM
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Thing to watch out for regarding reassign ALL user's records:

http://mscrmonline.wordpress.com/2011/02/21/danger-of-reassign-all-records-owned-by-the-current-user-function/

Good CRM Links: http://www.workopia.com/Links.htm
My CRM Blog: http://mscrmonline.wordpress.com

Thursday, January 19, 2012 2:01 PM

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Thanks for the response - but running a trial on our development server shows up the exact same problem as individually reassigning companies: every single contact at a reassigned company is transferred to the ownership of the new user, regardless of who the original user was. Example:

Company A [owned bu user 1]

-- Contact A1 [owned by user 1]

-- Contact A2 [owned by user 2]

-- Contact A3 [owned by user 2]

Reassign user 1's records to user 99 and the outcome is:

Company A [owned by user 99]

-- Contact A1 [owned by user 99]

-- Contact A2 [owned by user 99]

-- Contact A3 [owned by user 99]

This is not a valid outcome and is completely unusable. Is there something wrong with the setup of our implementation or something?

Thanks in advance,

Tony.

Wednesday, January 25, 2012 3:46 PM

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Change of Company/Contact owner

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