Default Ownership of Accounts/Contacts

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Hi there,

We are a small company and we share all of our Account/Contact information across the board and I'm wondering if its possible to set a default Owner for Accounts/Contacts to use a Team rather than an individual?

Ultimately, all Account/Contacts/Cases should belong to a team rather than an individual. I find when I enter a new account, it automatically sets me as owner when it should be the group that I'm in.

Thanks

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anilambadan 1,160 on at

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You can assign the record to a team using a post create plugin. Please see the link below as reference.

msdn.microsoft.com/.../gg327897.aspx

or see the link below to know how to setup team ownership

https://msdn.microsoft.com/en-us/library/dn481569.aspx

thanks

Anil

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Community Member on at

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Thanks Anil. I have followed this document and I have setup my environment as such. The issue I'm noticing is that when I login and add a new account (I'm a member of the owner team) upon saving, the Ownership on the top right shows my name instead of the teams name. Not sure what I've misconfigured or misunderstood :(

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Abed Haniyah 4,287 on at

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Hello Trevor Sokira,

You can create a Real-time Workflow that start when record is created for (Account/Contacts/Cases ), then add Assign Record step and assign the record to your team.

Hope this helps,

Abed.

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Aileen Gusni 44,524 on at

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Trevor,

Correct, by default the owner (without any additional setting) is the creator unless you intercept it by assigning to someone else or some teams.

So, you need to create a workflow or plugin for it.

Example if you use C#

msdn.microsoft.com/.../gg327897.aspx

But I do recommend you use Team Assignment using crm workflow for easier development :)

Thanks.

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Community Member on at

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Thanks Aileen :)

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