CRM 2011: Reassign or Transfer Personal Views

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:)

Publish Workflow On behalf of Some Other User. (Impersonation in Dynamics CRM)

Dynamic CRM workflow can generally only be published by owner. If you want to assign workflow to different support/sales manager and publish the workflow on their behalf then CRM does not allow you do it…

Then I found out about impersonation in CRM, as per this user account under which the impersonation code is to run must be added to the PrivUserGroup group in Active Directory. So your user account or admin user account who should have privileges to run code on behalf of someone else.

Once you have above things set up then it becomes easy do above task (i.e. Publish the workflow on behalf of someone else)

Following are steps to achieve this in Dynamics CRM.

Step 1: Add new button to workflow screen using ISV.Config.

This would look like as follows..

Step 2: Write Java script code for to publish the workflow one behalf to current workflow owner. If workflow is already published then unpublish the current workflow.

Download the java script code

Hope this helps..

Cheers,
MayankP:)