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

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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

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RudyZhang Microsoft Employee on at

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

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
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RudyZhang Microsoft Employee on at

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

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