Assigning objects
Anyone with Assign privileges of an object can assign that object to another security principal (a user or team).
When an object is assigned to a new security principal, the new security principal becomes the owner of the object; the original user loses ownership of the object but automatically shares it with the new owner. All related objects and activities are also assigned to the new owner but are also shared by the original owner.
Note The Microsoft CRM application does not support assignment of objects to teams.
The following objects support the Assign method:
- Account
- Contact
- Lead
- Opportunity
- Note
- Contract
- Quote
- SalesOrder
- Invoice
- E-mail Template
When assigning an object using the Microsoft CRM application, the user is given the option of how to handle child objects. However, when the object is assigned through the API, the following always occurs:
- When an object is assigned to another user, it is shared with the previous owner with full access. Either the new owner or the previous owner can remove the share relationship or lower the level of privileges the previous owner has on the object.
- When the child of an object is assigned to another user, the previous owner will no longer own the object; however, they will share the object.