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Dynamics 365 Community / Blogs / CRM TIPS By PRM / Identify the Owner is User ...

Identify the Owner is User or Team from UI Workflow–Dynamics 365

P. R. M Profile Picture P. R. M 739

Sometimes, we might need to decide whether the record owner is User or Team from workflow.

Recently, I got a requirement to Auto populate some of the Default values into Custom record those set-up at User/Team level. I have achieve this with below steps:

1. Create a Workflow process on Assign of Record

2. Write the Condition as below screen shot to decide whether the record is assigned to User or Team.

image

3. Update the record by auto populating values from “Owning User” or “Owning Team” accordingly.

This is very simple one…It might helps someone Smile



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