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Microsoft Dynamics 365 | Integration, Dataverse...
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Default owner for new records Team instead of User

Posted on by 162

Question in the title -- the team assigned would also depend on the user.  I know it can be done with JavaScript, so I wondering if there is a setting somewhere where a user can choose which team they are a part of can be the default owner for new records.  We are using Dynamics 365 CRM Online.

Any additional info, please let me know. 

  • LeoAlt Profile Picture
    LeoAlt 16,329 on at
    RE: Default owner for new records Team instead of User

    Hi partner,

    So far, using JS,plug-in or custom workflow to set the default owner to team is a suitable way. There's no other ways for configuration to get this requirement now except assigning records to teams manually after the records have been created.

    I also tried Microsoft AutomateF(Flow) and I did not find something here. If you want to use Automate, you could also ask this in Automate forum for more professional help.

    Hope it helps.

    Best Regards,

    Leo

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