Change ownership of a case by opening it first time

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Posted on by Katerina P

hey there, I would really appreciate if someone knows how to fix it. When a case is in a service queue and the owner is a queue owner. The particular user will open the case (for example) find it by the relevance search. The ownership ist still queue owner. I need to change it. So when the user open such a case, then he / she is an owner immediately. Workflow? Coding?

THANK YOU!!

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Sandeep K 30 on at

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RE: Change ownership of a case by opening it first time

1) When a user picks a queue item (case record) from queue then the CRM will automatically assign the user ownership of the record.

- Few things to consider in your approach

1) When a user picks queue item from the queue they can remove the item from the queue (Otherwise with your requirements if someone else tries to open the record then the ownership will change to that user).

2) Security

2) In order to change the owner when form loads you can use Javascript

3) for plugin you can capture "Retrieve" Message ( not recommended)

Queue Documentation

docs.microsoft.com/.../queue-entities

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hediBen 5 on at

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RE: Change ownership of a case by opening it first time

Hi,

I think you would have to rethink the logic of security and make sure that a user only has the right to modify his own incidents. In this case he had to pick the case on the queue item before treating it . Please verify for this account :)

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hediBen 5 on at

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RE: Change ownership of a case by opening it first time

Hi,

Please see the next answer

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Kalpavruksh D365 CoE 2,545 on at

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RE: Change ownership of a case by opening it first time

Hi,

There is OOB functionality available in D365. When a person finds a particular case or account record in the queue, Click on Pick button at the top. It will assign the case record to logged in person.

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T.I.A 1,760 on at

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RE: Change ownership of a case by opening it first time

You could call an action that fires on load of the form (through javascript) that assigns the record to the current user (custom workflow activity).

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