Hi,

Just wondering if there's any way to assign accounts to a different user
without CRM automatically also reassigning the associated contacts and
opportunities/cases etc.. to the new user.

We have numerous accounts to reassign each of which has a number of contacts
but each of those contacts may be linked to a different user.. the same with
cases (which are assigned to queues) and activities within those entities.

Is there anyway this can be done? At the moment when we reassign the
accounts we need to move, cases are disappearing out of queues and being
assigned alongside the account which is going to cause problems.

As a bit of background, the reason we're doing this is as we've found a
problem were we've had users move from one business unit to another, when
they were moved for some reason not all of their accounts moved to the new
business unit meaning the user cannot see the accounts that didn't move with
them even though they are the owners of those account. To fix this we are
having to assign all of that users accounts to someone else then in the same
business group and then assign them back so the business unit details for
those accounts are updated to the correct unit.

Thanks, Steve

You can change the cascade behavior globally (but not on a per-assign
basis). To do this, go to customization, choose the Account entity, go to
Relationships, and for each Parental relationship, change the "Type of
Behavior" in the "Relationship Behavior" section to "Configurable
Cascading", you can then choose "Cascade None" for Assign.

I believe you can also import these changes rather than doing them all by
hand.

--
Jay Grewal
Microsoft Dynamics CRM

This posting is provided "AS IS" with no warranties and confers no rights.
"Steve" <stephens@cooperparry.com> wrote in message
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