account transfer

Transfer Account Records Without Transferring Ownership – MS Dynamics CRM

Microsoft Dynamics CRM, Power Tips: Dynamics CRM / By Datix Insider

Transfer account records across users without transferring ownership of all prior activities A common question we regularly get from CRM users is how to transfer account records from one user to another without transferring ownership of all prior activities. For example; say you transferred 100 accounts to a new account rep, but in doing so, all …

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