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  • Question

  • Is there a quick way to do bulk change of owners based on selected records in CRM?

    Thank you.

    Wednesday, June 16, 2010 8:24 PM

Answers

  • It worked, once again thank you gentlemen.

    Best regards,

    • Marked as answer by AAVI Friday, June 18, 2010 2:06 PM
    Friday, June 18, 2010 2:05 PM

All replies

  • The "Assign" button on any grid will allow you to process record assignment in bulk for all selected records in said grid.
    Dave Berry
    Wednesday, June 16, 2010 8:55 PM
    Moderator
  • you got following options..

    1. standard assign button

    you can select list of records and then click assign button and change owner of them..(you can do max 250 at time)..

    2. workflow

    you can do on demand workflow which update the owner of the record and run these again selected record..

     

    3. User -> reassign records option

    User Form in crm have option to reassign all recording belonging to one user to another..

    4. custom code..

    finally you can write custom code which updates owner on relevant records..

    Hope this helps..

     

    Wednesday, June 16, 2010 8:56 PM
  • Hi Dave and Mayan - thanks a lot ... I'll try the options suggested.

    Kind regards

    AAVI

    • Marked as answer by AAVI Friday, June 18, 2010 2:04 PM
    • Unmarked as answer by AAVI Friday, June 18, 2010 2:05 PM
    Wednesday, June 16, 2010 9:02 PM
  • It worked, once again thank you gentlemen.

    Best regards,

    • Marked as answer by AAVI Friday, June 18, 2010 2:06 PM
    Friday, June 18, 2010 2:05 PM