Dynamics Community Forum Thread Details

Hello MarkusG365,

Yes, it's possible to change the default selection in the "Assign" pop-up window from "To Me" to "To User or Team" in Dynamics 365 Sales. However, it's important to understand that this is not a direct, supported setting that you can change through the UI. You'll need to use a client-side JavaScript customization.

Here's how you can achieve this:

1. Using JavaScript and Xrm.Utility.openEntityForm (Recommended):

Concept:
- When the "Assign" button is clicked, you'll intercept the event and use Xrm.Utility.openEntityForm to open the Assign form with the "To User or Team" lookup field pre-populated with a dummy value.
- This will force the pop-up to default to "To User or Team."

Steps:
1. Create a JavaScript Web Resource:
  - Create a JavaScript web resource in Dynamics 365.
  - Add the following JavaScript code:
  function openAssignForm(executionContext) {
  var formContext = executionContext.getFormContext();
  var entityId = formContext.data.entity.getId();
  var entityType = formContext.data.entity.getEntityName();
  
  var formParameters = {};
  formParameters["entityid"] = entityId;
  formParameters["entityname"] = entityType;
  formParameters["assignType"] = 1; // 1 = User or Team
  
  Xrm.Utility.openEntityForm("systemuser", null, formParameters);
  }
2. Use Ribbon Workbench to Modify the Assign Button:
  - Use the Ribbon Workbench to customize the "Assign" button on the activity or opportunity form's command bar.
  - Remove the default "Assign" command.
  - Create a new custom command that calls your JavaScript function (openAssignForm).
3. Publish Customizations:
  - Publish your customizations.

Explanation:
- Xrm.Utility.openEntityForm("systemuser", null, formParameters) opens the Assign form for the "systemuser" entity (which represents users or teams).
- The formParameters object is used to pass parameters to the Assign form.
- assignType: 1 sets the default selection to "User or Team."

2. Using a Business Rule (Less Reliable, More Complex):

Concept:
- You could attempt to use a Business Rule to set the "Owner" field to a dummy user or team when the form is loaded.
- However, this is less reliable because it might not work consistently with the "Assign" pop-up.

Limitations:
- Business rules are primarily designed for form field manipulation, not for controlling pop-up dialog behavior.
- This method is not recommended.

Important Considerations:

Testing:
- Thoroughly test your JavaScript customization in a non-production environment.

User Experience:
- Consider the user experience.
- Ensure that the dummy user or team you use is clearly labeled or easily identifiable.

Maintainability:
- JavaScript customizations require ongoing maintenance.
- Document your code clearly.

Supported Methods:
- Be aware that using JavaScript to manipulate system dialogs might not be officially supported by Microsoft.

Dynamics 365 Updates:
- Future Dynamics 365 updates might affect your JavaScript code.

Recommendation:

Using JavaScript and Xrm.Utility.openEntityForm (Option 1) is the recommended approach. It provides the most reliable and direct way to change the default selection in the "Assign" pop-up.

By using the JavaScript customization, you can effectively change the default selection in the "Assign" pop-up window. Remember to test thoroughly and consider the user experience.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more. If you have further questions, please feel free to contact me.

My response was crafted with AI assistance and tailored to provide detailed and actionable guidance for your Microsoft Dynamics 365 query.

Regards,

Daivat Vartak

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