How to Assign the leads to specific teams and users by workflow?

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Hi,

I would like to Assign the leads to Specific teams and users automatically based on conditions using workflows.I have done this assignment using plugin concept.but I want to do in workflow.will it possible? can any one suggest me? please

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Hemant Kumar Sahu 1,829 on at

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Hi Indrasena,

Yes, easily you can do this using workflow,

Please have a look at below link

community.dynamics.com/.../148231

Thanks

Hemant

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Community Member on at

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HI Hemant. in my lookup fields(Assign to) it displays all users but it is not displaying teams.how to do that?can you suggest?

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Hemant Kumar Sahu 1,829 on at

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Indrasena, Do you have any custom lookup field?

Can you just click on look for more record and change the entity from look for and select Team.

Hemant

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Marinero 95 on at

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Hi Indrasena,

You can find more information in this post:

community.dynamics.com/.../115093

Regards.

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halima 25 on at

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If anyone is still looking for the solution, please refer this:

https://www.powerobjects.com/blog/2012/05/24/assign-owner-and-route-case-to-queue-using-workflow-in-dynamics-crm/

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