Customer Engagement & Dynamics CRM Forum

  • 1.  Reassign Records

    Posted Feb 05, 2020 07:28 AM

    We have an issue where (I think) some records haven't synced properly between the on-premise and the cloud ADs so we have to users on Office 365:

    The onmicrosoft user is being used in Dynamics and the other user is being used elsewhere.  Obviously, I want to merge these accounts, to make the account the main account.

    If all the Dynamics licences are assigned to this user, and all the roles within Dynamics, can I use the REASSIGN RECORDS button in the user screen of the onmicrosoft user to reassign ALL user records, even Advanced Finds?



    Stewart Tranter
    Business Systems Manager
    TCL Group
    Derbyshire, UK
    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready

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