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What to do when a user leaves the company RRS feed

  • Question

  • Trying to figure out what is the best way to disable, delete, etc...the user information for an account executive who has left the company. Many of these records will float to the new person coming on board. So is it just a matter of editing the old user information and inputting the new user information? Or is there a better process to follow?

    Once a user has been disabled, does that take away from how many available user license you have or does the disabled user go back into the pool of available licenses?

    Thursday, July 28, 2011 4:50 PM

Answers

  • You can reassign all the records owned by a user to another user, which is simple if the records should all go to one user. If you need to be selective about which user the records should be assigned to, then it's probably easiest to use Advanced Find to apply the criteria, and reassign the records a page at a time.

    You may also be able to make use of the relationship cascading rules. If a relationship is set to Cascade Assign, then reassigning a parent record will cause CRM to reassign the child records based on that relationship

    Once a user is disabled, they no longer use a CRM license


    Microsoft CRM MVP - http://mscrmuk.blogspot.com  http://www.excitation.co.uk
    Thursday, July 28, 2011 5:10 PM
    Moderator

All replies

  • You can reassign all the records owned by a user to another user, which is simple if the records should all go to one user. If you need to be selective about which user the records should be assigned to, then it's probably easiest to use Advanced Find to apply the criteria, and reassign the records a page at a time.

    You may also be able to make use of the relationship cascading rules. If a relationship is set to Cascade Assign, then reassigning a parent record will cause CRM to reassign the child records based on that relationship

    Once a user is disabled, they no longer use a CRM license


    Microsoft CRM MVP - http://mscrmuk.blogspot.com  http://www.excitation.co.uk
    Thursday, July 28, 2011 5:10 PM
    Moderator
  • Thanks David! Appreciate the help!
    Michael W Puckett
    Thursday, July 28, 2011 7:18 PM