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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Record Creation and Up...
Service | Customer Service, Contact Center, Fie...
Suggested Answer

Record Creation and Update Rules - change the default assignment from one user to another

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Posted on by JMaye2 57
Hello All:
 
In Dynamics 365, in case settings, in the automatic record creation and update rules, I have a  Rule name called 'Create Case'.  This Rule creates a case and assigns it to a user.  I need to change the assignment to another user.  How do I do that?
 
The Create Case rule configuration is located in Power Automate.  I'm guessing there is field in there to modify to point to a different user.
 
Can you help?
 
Thank you for your help.
 
Thanks
 
I have the same question (0)
  • RudyZhang Profile Picture
    RudyZhang Microsoft Employee on at
    Hi,
     
    May I ask if your problem has been resolved?
     
    Do you still need us to follow up on this issue, please contact me if you have any questions about the solution I proposed.
     
    Best Regards,
    Rudy Zhang
     
  • Suggested answer
    RudyZhang Profile Picture
    RudyZhang Microsoft Employee on at
    Hi,
     
    We analyzed the information you provided and based on our testing, if you manually assign /CASE/ to a user, it will change the /owner/ of this record. As shown below


    After our testing we found that the owner of /CASE/ has nothing to do with PowerAutomate, what you need to change is the /Owner whose permissions the rule uses to run/ in the /Advanced/ tab.

     
     
     
    I hope my answer is helpful to you! If you have any other questions, please feel free to contact me.
     
    Best Regards,
    Rudy Zhang

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