Service | Customer Service, Contact Center, Fie...

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

(1) Share

Report

Posted on by JMaye2

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)

All responses (2)

Answers (0)

Suggested answer

RudyZhang Microsoft Employee on at

Like (0)

Report

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

Was this reply helpful? Yes No
RudyZhang Microsoft Employee on at

Like (0)

Report

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

Was this reply helpful? Yes No