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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.
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