If the Assign button is not visible on the toolbar, the security role A defined set of privileges. The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system. assigned to your account does not have permission to assign this type of record. To check your permissions for a specific record, open the record, click the File menu button , and then click Properties.
More information about specific permissions and performing this task while offline: Common Task Permissions
In the list of records, select the record that you want.
Select several records by pressing the CTRL key while you click each record.
Select a sequence of records by clicking the first record that you want, and then press the SHIFT key while you select the last record that you want.
Select all records on the page by selecting the Select/clear all records on this page check box at the top of the list.
By default, the Microsoft Dynamics CRM Online Web application displays 50 records per page. You can increase the number of records displayed and thereby increase the number of records you can select at one time. To display up to a maximum of 250 records per page:
On the Tools menu, click Options.
On the General tab, in the Records Per Page list, select the number of records to display per page.
Click OK.
This changes the number of items that is displayed for all lists, which may slow response time when you switch record types. Therefore, you might want to set it back to a smaller number when you are done with this bulk action.
On the Actions toolbar, click the Assign button .
In the Assign dialog box, click:
Assign to me
Use this option to assign the record to yourself.
- OR -
Assign to another user
Click the Lookup button , type a part of the user's name, click the Find button , double-click the user's name, and then to close Look Up Records dialog box, click OK.
You can create your own Advanced Find view that includes records belonging to users to whom you normally assign records.
If you have a security role A defined set of privileges. The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system. with needed permissions, you can reassign all records belonging to one user to another user.
In the Navigation Pane, click Settings, click Administration, and then click Users.
Open the record for the user whose records you want to reassign.
On the Actions menu, click Reassign Records, and then click Assign to another user.
Click the Lookup button , type a part of the user's name, click the Find button , double-click the user's name, and then to close Look Up Records dialog box, click OK.
Notes
To assign a report to a different user:
Select the report.
On the Actions toolbar toolbar, click Edit Report.
Click the Administration tab, and then select a new owner.
You can only assign a report once it has been saved.
You cannot assign records to teams. To give a team access to a record, share To allow another user or team to have a specified amount of access to a record, such as a case, account, or contract. For example, you can share an account with a team and specify that its members can read the account record, but cannot have write access to it. the record with the team.
Your system administrator may have enabled reassigned records to be automatically shared with the original owner. More information: Manage System Settings
Can I do this task?
, and then click 
.
, type a part of the user's name, click the Find button 
, double-click the user's name, and then to close Look Up Records dialog box, click OK.
If you have a 
menu, click 
.