How to Reassign Personal Views in CRM

I’m sure it has happened to all of us. A CRM user has left the company, and they created a personal dashboard that either needs to be kept and possibly updated or it is no longer needed, but other users are stuck with it. Unfortunately, even system administrators cannot access other users’ personal dashboards through CRM. To accomplish the goal, you’ll need to make a small change in the SQL database.

Open up the SQL database and execute the following select statement:

SELECT Name, OwnerIdName, OwnerId, ModifiedOn, ReturnedTypeCode FROM UserQuery WHERE OwnerIdName = ‘<user’s name>’

This will provide you with all the personal views owned by the specific user. The ‘ReturnedTypeCode’ value will help you identify what entity the view is for finding the value on this entity type code chart. From here you can identify the views that you will be working with.

The next step is to reassign the ownership of the view. You will want to change the OwnerId value to the System User Id of the new user you would like to assign the views to. Once the views are reassigned, the new owner can now go in through CRM and modify the view as needed.

A common issue that comes up is that users no longer want a personal view that another user shared with them. To prevent the above-mentioned steps being needed to resolve this problem, I recommend training users always to select the ‘Share’ option along with ‘Read’ when sharing out views so that a recipient can unshare the record with themselves if desired.

SCOTT FLORANCE | Business Software Consultant

Scott Florance is one of the CRM Consultants at KTL, and has proven his value as a member of the team since September 2013. Whether implementing a new CRM organization or adding to existing configurations, Scott has engaged clients with a positive and enthusiastic demeanor to help them meet their organizational needs. With six plus years of experience, Scott is familiar with CRM as both a power user and administrator. Scott received his Bachelor’s Degree in Business Administration from the University of Central Florida. He is a Microsoft Certified Technology Specialist for Dynamics CRM, as well as a Certified Scribe Technician.

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