Customer Engagement & Dynamics CRM Forum

  • 1.  Reassign Records

    Posted 13 days ago

    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

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