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Stop automatically change of Owner

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Posted on by Business_Monkey

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Hey Guys,

I am new in Dynamics and try to figure out how I can admin many things. Now, I am needing some help.

Our idea:

if someone creates a opportunity and is not the account owner, he should have the possibility to make himself automatically to the owner of the opportunity

What i have done:

- Create an option field "Assign to me: Yes and No"

- create a work process:

If Account (Account):Owner does not equal [Opportunity:Created By] AND Opportunity:Assign to me equals [Yes]

then Assign: Opportunity to [created By(Opportunity]

It doesnt work!

Do you know why and may can help me?

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Ran Zhang on at

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RE: Stop automatically change of Owner

Hi,

May I know did you make a workflow for this? This should work. Could you please share the workflow? Besides, below two more approaches you can try to achieve the requirement.

1. Change the cascading relationship between Account and Opportunity. In 1:N relationship, change the Assign behavior from cascade all to cascade none. Then Opportunity records will not have the same owners with Account.

2. Create a post-creation plugin to assign Opportunity to new owner. Please refer to the article https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/org-service/sample-assign-record-new-owner.

And below sample code from here: https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/60847/change-owner-of-activity-entity-through-plugin/110121

Guid otherUserId = new Guid("c16326e3-09b1-e011-9693-005056930030");

AssignRequest assign = new AssignRequest
{
                    Target = new EntityReference(gcd_expenseapproval.EntityLogicalName, approvalId),
                    Assignee = new EntityReference(SystemUser.EntityLogicalName, otherUserId)
};

service.Execute(assign);

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