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Can someone talk about OwnerId and OwningTeam of the Incident table/entity?

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Posted on by urklnme 435

Would someone talk about the OwnerId, OwningTeam, and OwningUser of the incident table?

OwnerId             writeable attribute

OwningTeam      read-only attribute

OwningUser       read-only attribute

Q1: How, what does dynamics do OOTB, to set the ownerid when an incident is created?  

Q2: What part do the OwnerId, OwningTeam, and OwningUser play when it comes to what permissions govern accress to the incident record? 

Q3: In a background process there is a check box for trigger  "Record is assigned".  Which field does this trigger use?

pastedimage1641588289251v2.png

sorry to be all over the place..

Thanks, DJ

.

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  • Suggested answer
    Albert_ Profile Picture
    Albert_ 450 on at
    RE: Can someone talk about OwnerId and OwningTeam of the Incident table/entity?

    As others said, ownerid is a lookup field that has 1:N Relationship with all entities.

    It means each record of any type of entity must has one ownerid and that ownerid can be the owner of many records. ( 1:N as we said)

    There are some lookup fields in crm that are special.

    Like ownerid, also customer; But for now we discuss about ownerid.

    The ownerid look up field can refer to single owner ( user ) or a team .

    A team in crm is a group of users.

    It is accessible in setting -> security -> teams.

    A team can have many users ( known as team members )

    Owner of a record can be either a single user or a team; It means you can directly refer to one single user or you can refer to a team that has many users.

    But why is that?

    By owning a record by a team you can set a security rule for a set of users ( and not a single user)

    By owning a record by a team you can notify all users on the team to work on that record.

    By owing a record by a team you can send an email, SMS, etc to the team; so team members ( users) can access to that email or number and share their jobs

    and so on.

    I mostly use teams for managing security rule.

    In teams you can set many security rules and then all those rules apply to all users in the team.

    Teams have many benefit based on your requirement.

    Hope it be helpful.

  • Suggested answer
    Yoshika Suzuki Profile Picture
    Yoshika Suzuki on at
    RE: Can someone talk about OwnerId and OwningTeam of the Incident table/entity?

    Q1 Usually the owner is the user who created the record.

    Q2 Owners can set users and teams.

    See about the owner team.

    docs.microsoft.com/.../manage-teams

    Q3 I think it was when the owner was set.

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,962 Moderator on at
    RE: Can someone talk about OwnerId and OwningTeam of the Incident table/entity?

    Hi,

    Owner field is a speacial type of lookup which can point to either Team/User. You can select User/Team while creating/updating any record.

    Now to know whether record is assigned to user or team, Owning user and Onwing team comes into play.

    When you select User in Owner the system will auto populate Owning User and Owning Team will be balnk.

    When you select team in owner the system will auto populate Owning Team and Owning user will be blank.

    3. 'When Record is assigned trigger' in workflow  depends on Owner field.

    Hope this helps!

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

  • Suggested answer
    Guido Preite Profile Picture
    Guido Preite 54,063 Moderator on at
    RE: Can someone talk about OwnerId and OwningTeam of the Incident table/entity?

    ownerid identifies the owner of the record

    1) by default ownerid is set to the user that is creating the record, it's possible to specify another user/team inside the request (for example I am User A and I create CASE1 with Team Beta as owner)

    2) OwningTeam and OwninUser are pointers to the ownership if the record is assigned to a Team or to a User, the permission is based on the ownerid field

    3) it uses ownerid

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