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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Owner of a record
Customer experience | Sales, Customer Insights,...
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Owner of a record

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Posted on by PS10 8

Hi, 

When users create a new Lead record the owner of the record defaults to created by user but ideally they should be setting it to one of their team, many a times users forgets this. 

Is there a way so that we can remind users to provide the team name or change the owner field in a way that it never shows any user name and being a mandatory field users cannot save the record without giving in the team name?

User's team name cannot be defaulted, since a user could have multiple teams and can create lead for either of it hence cant default any one in particular. 

Please suggest how this could be done. 

Thanks,

PS 

I have the same question (0)
  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    Hello,

    Potentially you can block the create operation without the team assigned as an owner - nakedcrm.wordpress.com/.../

  • Suggested answer
    Torrado Profile Picture
    Torrado 1,270 on at

    Hello PS10,

    You can block the operation using a real time workflow, if Owning Team (Team) doesn't contain data.

    You can also use a Pre-Validation Plug-in. As part of the Plug-in logic you can check if the Owner is a Team and then, you can apply your validation, blocking the operation if the Owner is the Creator.

    Hope this helps you.

    Please mark the answer as verified if helpful. That will help others in future.

  • Suggested answer
    Jacob.s17 Profile Picture
    Jacob.s17 464 on at

    Try a real-time workflow that has a check condition looking for Owning Team (Team) contains data. Real-time workflows prevent the last action so if they try to save while still having their name in the owner field it will pop a message they'll have to action on.

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