The option to reassign records is unavailable on Microsoft CRM Actions menu (862074)

TechKnowledge Content

SYMPTOMS

When you edit a user's record and then try to reassign that user's records, the Reassign records option is not available on the Actions Menu in Microsoft CRM.

CAUSE

The option to reassign records is not available with standard licenses. The user who is trying to reassign the records must have either a Professional Suite license or both a Professional Sales and a Professional Customer Service License.

RESOLUTION

To solve this issue, see your system administrator to make sure that your deployment has Professional licenses available. Follow these steps to assign the user who is trying to reassign records a Professional Suite license or both a Professional Sales and Professional Customer Service License.

1. Make sure you are logged in as a user with sufficient security privileges and access to edit the specific User record.

2. Open the record of the User who must reassign records.

3. In the User record, click the Licenses side tab, and then click Manage Licenses.

4. Add the Professional Suite or both Professional Sales and Professional Service licenses to the user.

5. Save the User record, log in as that user, and then try to reassign the records.

This article was TechKnowledge Document ID: 33943