How to Set up the Dynamics 365 Reassign/Update Based on Event in CRM Workflow

The Reassign/Update based on Event in CRM workflow in Microsoft Dynamics 365 resolves a common challenge for users.

With this workflow, users are able to reassign records or update fields based on an event in CRM with ease. For example, if Territory is updated on a Lead, reassign the Lead or update other fields based on the selected Territory.

Salespeople especially benefit from this workflow, but more departments may also see benefits to this workflow.

A user-level knowledge is required to set this up.

Follow these steps to set up the Reassign/Update based on event in CRM workflow:

1. Trigger: Record fields change (select appropriate fields)

2. Click “Select this row and click Add Step” and click Add Step > Reassign Record or Update Record

3. Assign to Appropriate User

AND/OR

If you chose Update Record, Select Lead, and Set Properties as desired to update fields on Lead. Save and Close.

4. Activate your workflow

That’s it  – you’re done!

If you have further questions about Microsoft Dynamics 365 workflows and how to set them up, reach out to our Microsoft Dynamics 365 support team for help. We are here to assist with every challenge you may be having.

You can also browse our thorough Microsoft Dynamics 365 user group webinar library for topics like workflow triggers, user adoption, best practices for the beginner admin, best practices for the advanced admin, and much more.