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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Opportunity Assignment...
Customer experience | Sales, Customer Insights,...
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Opportunity Assignment Rule to assign to Opportunity Creator

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Posted on by MichelleM 211
I have set up several segments for our opportunities and I want the Assignment Rule on one of those segments to be be to assign the opportunity to the person that created the opportunity.
 
I can't seem to get this to work though, can anyone point me in the right direction?
 
This is what I thought might work, but unfortunately doesn't.
 
//
 
  • Verified answer
    MichelleM Profile Picture
    MichelleM 211 on at
    Opportunity Assignment Rule to assign to Opportunity Creator
    Just to update on the above - This does work. The issue I had in my testing was that the user that created the Opportunity wasn't enabled for assignment.
    All working now :-)

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