dynamics-crm-2011 - How can I change the ownership of a Mail Merge in CRM 2011

Question

I currently have a series of Mail Merges that I uploaded to our CRM 2011 system, but when attempting to use them under a different user I realized the ownership was assigned to the individual who created it and therefore not available to me.

I have tried opening the Mail Merge template to change the ownership level from 'Individual' to 'Organization', but the field is grayed out and read only. When creating a new template, that same field is set it 'Individual', grayed out, and read only. I have also checked the security role settings for the user, and they have full permissions for a Mail Merge template entity.

How do I change the ownership of a Mail Merge to 'Organization' so I can have all the the users of a system have access to it?

Answer 1

打开邮件合并文档。选择 [操作] 对组织可用

您也可以通过使用 [Assign...] 更改所有者 ~假设您有分配的权限，或者是所有者。