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How to assign or change manager for a registered user in MS CRM 2013?

By Himanshu on 11/19/2014

Today somebody asked me how to assign a manager to a user in MS CRM 2013, I knew very well that there is a manager field on the "System User" (or commonly known as User) entity. So I advised him to add it to the form and change it from there, to my surprise I came to know that it is always read only. After looking around for and checking security roles, scripts I spotted a button on the ribbon of the user form through which you can actually assign manager to a user. It is very surprising that even after so many years with MS CRM 2013 I did not notice the buttonon the tool bar. I thought of sharing out my finding with the community. For assigning a new manager or to change an existing manager to any other manager firstly we need to navigate to the setting section in MS CRM 2013 and click ‘Administration’.

In Administration page click ‘Users’

As the user page opens select the desired user for which you want to assign the manager and open that user.

On clicking on the selected user the form opens.

Click on the highlighted section named as ‘Change Manager’ as shown in the above picture.

Select the person which you want to set as manager of the current opened user.

Now press ‘Ok’. A progress bar will appear and manager will be set to the current opened user.

By the same process shown above an existing manger can be changed by a new manger also. In the screen shot below it is shown the manager is set to the current opened user successfully.

 

MS CRM 2013
assign or change manager
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