Tuesday, November 25, 2014

MSCRM 2013: Assigning Records

When changing the Owner field, it is very easy to accidentally end up in the User record of the Owner- frustrating!!  Why? The first step in changing this field is to click on the search icon (magnifying glass) to view a list Users to select from.  The issue- It is very easy to accidentally click on the User's name instead of the search icon.  Now you're in the User's record and need to navigate back.  Ugh!

Quick Tip: Use the ASSIGN command instead.


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