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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Reassign records and s...
Customer experience | Sales, Customer Insights,...
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Reassign records and show previous owner

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Posted on by Garry Hira 35

Hi Community, 

I have a task to change owner for customers from one user to another. I can do it through  settings >User > Reassign records.  

Another requirement after assigning is to show the previous owner as a note or any other way like Flag the customer that previously owned by XYZ. 

Please suggest me how can I get to know the previous owner after reassigning the owner. 

Thank you 

Regards

I have the same question (0)
  • Charan Raju C R Profile Picture
    Charan Raju C R 7 Moderator on at

    Hi Garry,

    Hope you're doing well.

    Can I check if your requirement is specific to any entity or all the entities in the system? I mean, for example, you need to capture the previous owner only in Case and Account or all the entity records.

  • David Jennaway Profile Picture
    David Jennaway 14,065 on at

    One option would be a real-time workflow that runs on the before step on assign/owner change. This could read the previous owner, and create a note with this, or store it in a custom lookup field.

    You'd need to create a separate workflow for each entity this applies to. An alternative would be to create a plugin to do the same, which could be reused across entities, though you'd still need to register a plugin step for each entity

  • Gustavo Longo Profile Picture
    Gustavo Longo Microsoft Employee on at

    Both suggested alternatives are good, however, would say you can use audit entries as well, which you show you previous and new owner.

  • Garry Hira Profile Picture
    Garry Hira 35 on at

    Hi David,

    Thankyou for your reply, I have made one workflow. If I make some changes, then a field show the data. Now, Is there a way I can show the historic or existing user.

    For example, before the workflow run, I have assign a record which is not showing up on that view. Now If I make another changes i can see the user. Pls guide me on this

    Thankyou

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