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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Default Ownership of A...
Microsoft Dynamics CRM (Archived)

Default Ownership of Accounts/Contacts

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Posted on by Community Member

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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  • Verified answer
    anilambadan Profile Picture
    anilambadan 1,160 on at

    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

  • Community Member Profile Picture
    Community Member on at

    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 :(

  • Verified answer
    Abed Haniyah Profile Picture
    Abed Haniyah 4,287 on at

    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.

  • Suggested answer
    Aileen Gusni Profile Picture
    Aileen Gusni 44,524 on at

    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.

  • Community Member Profile Picture
    Community Member on at

    Thanks Aileen :)

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