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Dynamics 365 Community / Blogs / Dynamics 365 Portal / How to Automatically Assign...

How to Automatically Assign an Owner to the Lead on Creation?

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CRMJetty Profile Picture CRMJetty 3,512
In this blog, users can learn how to automatically assign owners to lead on creation using a workflow in Dynamics 365. Follow the below steps to set up the workflow: Step 1: Open Advance Settings Step 2: Open Settings > Processes Step 3: Now click on the NEW button to create a new process. ➢ […]

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