I have a client that is trying to migrate from another CRM application. That
application allows multiple users to be "owners" of contacts and accounts.
Therefore, one contact can show up under "my active contacts" for as many
people as you want. The fact that MS CRM does not offer the same
functionality may cost us this deal.

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http://www.microsoft.com/Businesssol...oft.public.crm

Hi There

The only work around I could suggest for this is to use a bridging table to
link the multiple owners to and then link this table to the account /
contact, crude but it does work.

Simon

"Allison" wrote:

Simon,

Can you confirm how to do this.

thanks

"Simon" wrote:

"AL"

Did you ever get a response on this? I am running up against the same issues
and need a fix ASAP. I would apreciate any suggestions you may have come
accross.

Thanks

Randall

"AL" wrote:

does sharing not work in the scenario?



==============================
John O'Donnell
Microsoft CRM MVP
http://www.crowecrm.com


"Randall" <Randall@discussions.microsoft.com> wrote in message
news:93F5BF46-48D8-4393-AD2A-3B3A3794C8BD@microsoft.com...

Creative solution... maybe. You could create an entity called
"new_record_owners" with an attribute "new_record_owner" (careful not to name
any entities or attributes with names already used by MS CRM - CRM doesn't
like this...) Then create the necessary relationships to Contact and Account
which will create the views on Account and Contact allowing you to record and
display your multiple "owners" of these records. You probably will want to
remove the original Owner fiel and default it to someone or to a dummy
account. Keep in mind that all of the system "My..." views will no longer
work, but you could create your own and reference the new entity created
rather than the stock "owner" field. There are other things which wouldn't
work as well afterwards such as Workflow (sending an email to a record owner,
etc) and Offline (which you may still be ble to configure based n this new
entity but t'll take a lot of ork configuring every user's Offline
preferences. ...But this may satisfy your needs. I personally was asked to
do this at my client site but quickly talked them out of it to save these
future issues and instead pushed Sharing. In their case they didn't
understand Account ownership very well either.

"Allison" wrote:

We have added an extra field (checkbox) per user. This way multiple users can
have this contact related to them. The have added this fiels as an extra
filter for the view 'my active contact'. This works good for us.

Good luck

--
Richard


"John O'Donnell" wrote: