This how to article will show you how to change the owner of a North52 BPA installation in your Dynamics CRM \ 365 instance.
The user that installed North52 BPA in your Dynamics instance has left the company and you want to reassign their licence to another user. Before you disable the user you should carry out the following 4 steps in order to make sure that North52 BPA continues to run smoothly.
Steps to be carried out by new Admin user
1 - North52 Configuration Record
Navigate to Settings -> N52 Configuration Record and assign the Configuration Record to yourself
2 - Workflows
North52 BPA installs several workflows into your Dynamics instance that will need to be reassigned to the new admin user.
- In Settings -> Processes select 'All Processe's and then Search for N52
- Deactivate the workflows
- Assign them all to you
- Reactivate the workflows
- North52 Trace Bulk Delete
- North52 Command Bulk Delete
- North52 Formula Calculation Bulk Delete
To ensure these continue to run:
- Go to Settings -> System Jobs
- Set the view to Recurring System Jobs and search for jobs starting with North52
- Select the system jobs and cancel them
- Next go to Settings -> N52 Configuration Record
- Scroll down to System Settings and in the Command dropdown select Setup Bulk Delete
- Now save the N52 Configuration record - this will recreate the bulk delete jobs under your user account
- Search for rules starting with North52
- Unpublish the Duplicate Detection Rules
- Assign the Rules to yourself
- Publish the rules
Did you know?
North52 has a powerful distributed cache for advanced decision logic
xCache allows you to configure and scale your Dynamics 365/CRM applications running On-Premise or Online. It allows dynamic system configuration and removes performance bottlenecks related to data storage. xCache provides Dynamics 365/CRM with an extremely fast and scalable distributed cache to power your advanced decision logic.
xCache in Dynamics CRM lets you cache static application data, and also load dynamic cache items for applications running in a single or multi-server configuration.