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


i have series of mail merges uploaded our crm 2011 system, when attempting use them under different user realized ownership assigned individual created , therefore not available me.

i have tried opening mail merge template change ownership level 'individual' 'organization', field grayed out , read only. when creating new template, same field set 'individual', grayed out, , read only. have checked security role settings user, , have full permissions mail merge template entity.

how change ownership of mail merge 'organization' can have the users of system have access it?

open mail merge document. select [actions] make available organization

mail merge assigning

you can change owner through using [assign…] ~assuming have either permission assign, or owner.


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