Skip to main content

Notifications

Service | Customer Service, Contact Center, Fie...
Answered

How can I change record owner to team out of box

Posted on by 55

Dear All,

I have situation, I wanted to change record owner type to team whenever specific user creates in?

please help me

  • Suggested answer
    CRMGuru Profile Picture
    CRMGuru 55 on at
    RE: How can I change record owner to team out of box

    thanks really helps

  • Verified answer
    vikash sharma Profile Picture
    vikash sharma 556 on at
    RE: How can I change record owner to team out of box

    Additionally,

    please use the below article to assign the same by using Flow

    mscrmdynamicssite.wordpress.com/.../

  • Verified answer
    vikash sharma Profile Picture
    vikash sharma 556 on at
    RE: How can I change record owner to team out of box

    Hi,

    You can handle by using flow or Workflow, however, there are situations if you want to create and you want to apply some filer then you should use Flow, if you want to just assign the record you can use Workflow as mentioned by @Adnan Jalees

    hopefully, this answers your questions,

    thanks, please mark as verify if this helps

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How can I change record owner to team out of box

    Hi partner,

    You can use workflow to assign case records that owner is one user you don't need to one team.

    For example, I want to change case record that owner is ‘Amy Alberts’.

    1.Go Settings > process to create a new workflow in case entity.

    pastedimage1612763517087v3.png

    2.Set trigger.

    if you want to change owner for existing records, you need also check 'As an on-demand process'.

    pastedimage1612763448414v2.png

    Note:you'd better select 'Organization' in Scope,which may not get privilege error.

    3.Add Step.

    (1)Check condition.

    pastedimage1612763899323v4.png

    (2)Assign record.

    pastedimage1612764183472v5.png

    Note:the team you select need have enough privilege for the entity.

    4.Save and Active it.

    5.Test.

    create new case by Amy Alberts.

    pastedimage1612766222045v2.png

    Click save and refresh current page, the owner will changed to team.

    pastedimage1612766211061v1.png

    For existing records that owner is Amy Alberts, you need select them and expand flow to run the workflow you just created.

    pastedimage1612766447910v3.png 

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • Verified answer
    Adnan Jalees Profile Picture
    Adnan Jalees 455 User Group Leader on at
    RE: How can I change record owner to team out of box

    Hello, 

    You can handle the situation through workflow (for each entity which are needed) by applying the condition if Owning User contains data and Owning user are specific people then assign the created record to the team. 

    pastedimage1612730751609v1.png

    Hopefully it will help you to map the business requirements. 

    Thanks,

    Adnan

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Complete!

🔔 Be sure to subscribe to the new forums you are interested in to stay up to date! 🔔

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,902 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,297 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans