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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Set a team as owner au...
Customer experience | Sales, Customer Insights,...
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Set a team as owner automatically

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Posted on by SarfarazNaz 25

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?

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    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at
    RE: Set a team as owner automatically

    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-

    team.png

    Hope this helps.

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