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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Workflow Issue
Microsoft Dynamics CRM (Archived)

Workflow Issue

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Posted on by Letisia 30

I'm trying to create a workflow where on a contact record the owner is automatically updated from the parent account record owner. The problem is when you open a new contact record it automatically populates you as the owner (lookup field). Can you setup a workflow with a lookup field, please advise.

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    jlattimer Profile Picture
    jlattimer 24,562 on at
    RE: Workflow Issue

    Can you run a workflow that fires after the record is created to re-assign the record to the correct party?

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