Comments on: Assigning and Sharing Records; Users, Teams (and Queues!) http://www.dynamicscrmtrickbag.com/2009/12/11/assigning-sharing/ Building business value on Dynamics CRM Fri, 27 Jan 2012 13:09:05 -0800 http://wordpress.org/?v=2.8.6 hourly 1 By: Richard Knudson http://www.dynamicscrmtrickbag.com/2009/12/11/assigning-sharing/comment-page-1/#comment-6225 Richard Knudson Fri, 27 Jan 2012 12:53:21 +0000 http://www.dynamicscrmtrickbag.com/2009/12/11/assigning-and-sharing-records-users-teams-and-queues/#comment-6225 Yes, there's a Reassign Records command available from the ribbon on the user form. Let me know how it works for you, and thanks for reading! Richard Yes, there’s a Reassign Records command available from the ribbon on the user form. Let me know how it works for you, and thanks for reading!

Richard

]]> By: Suresh http://www.dynamicscrmtrickbag.com/2009/12/11/assigning-sharing/comment-page-1/#comment-6188 Suresh Wed, 18 Jan 2012 17:58:23 +0000 http://www.dynamicscrmtrickbag.com/2009/12/11/assigning-and-sharing-records-users-teams-and-queues/#comment-6188 Can we assign all entities records(contact, account, lead etc...) of one user to another user at one time? Can we assign all entities records(contact, account, lead etc…) of one user to another user at one time?

]]> By: Sok Cordell http://www.dynamicscrmtrickbag.com/2009/12/11/assigning-sharing/comment-page-1/#comment-3409 Sok Cordell Tue, 22 Mar 2011 07:47:21 +0000 http://www.dynamicscrmtrickbag.com/2009/12/11/assigning-and-sharing-records-users-teams-and-queues/#comment-3409 what if I want to set the whole team as users - it is too complicated to have it any other way - also duplicates is a nightmare - I want to create ownership is the whole team - so I can set the outlook duplicates setting to no one can create a contact with the same first name and last name and email address - so do duplicate from out look sync - too much brain damage - any suggestions? what if I want to set the whole team as users – it is too complicated to have it any other way – also duplicates is a nightmare – I want to create ownership is the whole team – so I can set the outlook duplicates setting to no one can create a contact with the same first name and last name and email address – so do duplicate from out look sync – too much brain damage – any suggestions?

]]> By: AdamV http://www.dynamicscrmtrickbag.com/2009/12/11/assigning-sharing/comment-page-1/#comment-1036 AdamV Mon, 14 Dec 2009 11:49:49 +0000 http://www.dynamicscrmtrickbag.com/2009/12/11/assigning-and-sharing-records-users-teams-and-queues/#comment-1036 Excellent summary as ever, thanks Richard. Just a final thought regarding queues, I think it is worth pointing out that when someone accepts an item such as a case or task from a queue, this is when the owner changes to their user account and is finally 'assigned'. I describe to users that when they assign to a queue they are still the owner as it is up to them to follow it up if no-one monitoring that queue actually picks it up. Only once it is picked up does ownership pass across (in CRM terms and in responsibility terms). Excellent summary as ever, thanks Richard.

Just a final thought regarding queues, I think it is worth pointing out that when someone accepts an item such as a case or task from a queue, this is when the owner changes to their user account and is finally ‘assigned’.
I describe to users that when they assign to a queue they are still the owner as it is up to them to follow it up if no-one monitoring that queue actually picks it up. Only once it is picked up does ownership pass across (in CRM terms and in responsibility terms).

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