Ownership for records in entities such as Accounts and Contacts in CRM is nearly always assigned to a specific CRM User or CRM Team. There are many reasons for doing this, including assigning sales and marketing tasks and responsibilities to an individual salesperson or team, securing sensitive data, and Sales pipeline reporting.
To maintain these advantages, it is important to ensure that accurate Ownership information is maintained. Sometimes, this can mean assigning just a small number of Accounts or Contacts to other Users using the “Assign” option. There are also times, such as the departure of a Salesperson or a territory reorganization, when all records need to be transferred from one User or Team to another User or Team so that they can take over responsibility for record management.
On those occasions, the best practice is to use a feature available to CRM’s System Administration User Management capabilities. This tip will show you how to transfer ownership for all Records belonging to a User or Team.
Here is how easy it is – just a few clicks and you are done!
- On the Navigation Bar, Click Dynamics 365
- Click Settings
- Click Security
- Click Users
- Select a User and click edit
- Click Reassign Records
- Select User or Team
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