Change ownership of entity from 'organisation' to 'user' RRS feed

  • Question

  • Hi All,

    I have got an entity that is currently set as 'Organisational' ownership. It was created in error as this was one of the first entities i created when first using CRM (i didn't understand the difference/effect of organisational to user ownership). We have since been using it, and there are now thousands of records for this entity. However, we now have a requirement where access to this entity needs restriction on a user basis...but we cant do this with organisational owned entities! :-( is there any quick/easy way of 'converting' this entity to a user owned entity???

    Any help is much appreciated. Thanks in advance!

    Wednesday, January 20, 2010 1:44 PM


All replies

  • Hi, Bipul.

    You can't change ownership in supported ways.

    Possible solution:
    1. Create entity with user-type owning.
    2. Move data to this entity types using .Net Application or on-demand workflows.
    3. Delete entity with Organizational-type owning.

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    Wednesday, January 20, 2010 1:49 PM
  • Export the entity and modify the xml to include user settings. The best approach is to export an entity that is user owned and determine which settings you need to add/remove from the original organisation entity's xml. you will need to delete the original org owned entity before importing your modified one back in.

    Friday, February 5, 2010 1:43 AM
  • Is there anyway to do this without losing the form layout?
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    Monday, September 27, 2010 8:50 PM