Recently come across scenario where one of CRM user left the company and that user owned specific views which need to be transfer to his replacement CRM users.
These views created by old user using CRM advanced find screen and hence they are personal view of that user and as per CRM security settings even system administrator can not able to view and transfer this views to new user.
So I decided use impersonation to resolve this issue and created small standalone application for the same.
This application is shared below.
CRM2011_ReAssignViews_EXE
Following is few more details regarding this application for the same.
Step 1: after downloading, CRM2011_ReAssignViews_EXE.zip and extract the files.
Step 2: after extracting run the CRM2011_ReAssignViews_EXE.exe from extracted files.
Step 3: provide CRM server name, relevant port number, organization name and provide relevant credential for the same and then click on “Retrieve List of User” button.
For further steps and information please refer to following screen print for the same.
Note: – Please note that both users needs to active in CRM to perform above actions.
Hope this helps..
Cheers,
MayankP:)
Nicely done, might I suggest you put it up on codeplex so others can add to it or suggest additional features.
Thanks,
Rick
Hi Rick,
this project is shared on codeplex at
https://crm2011reassignviews.codeplex.com/
you dude are really awesome!!! thanks very much for this (non-admin) exe. That helps a lot
No ‘Select All’ if you intend to reassign all views from the source user and if i manually select more than 1 view, it will only reassign the last selected. Just my review.
Any thoughts about updating the security to support O365?
Hi David,
do you mean for CRM online? I can update this for CRM online if this your requirement.
Hi,
It fails on our environment.
I tried using the server:port combo and it failed with the error “Metadata contains a reference that cannot be resolved: ‘http://ourservername:443/XRMServices/2011/Discovery.svc?wsdl’.
I tried the https://mycompany.crm.com and it still fail saying ” The user authentication failed!”
On both occasions, I am using an Admin account.
Anything I can do to be able to use this tool?
Regards.
Hi,
Does this tool work on Dynamics CRM 2013 ?
can you please let me know if you still have this application it seems that EXE file is missing now
Same issue here, no exe file in the zip!
I have updated location of files and they are shared at
https://github.com/contactmayankp/ReAssignViews
I have updated link in above post for this..
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