
I have a custom entity in dynamics 365. The ownership type is 'User or team'. I need to ensure that whenever a record is created for this entity, the owner is automatically set as a particular team. I have already created the required team as 'owner team' in the CRM. Can I do this easily via configuration?
Hi,
Not as a configuration but you can create a simple real time workflow, within workflow, use Assign step and set the owner as your team.
Something like this-
Hope this helps.