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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Auto Assign Owner Base...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Auto Assign Owner Based On Few Fields (Location maybe)

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Posted on by Community Member

Hi we have few people who are just entering leads in crm but sometimes they forget to change the owner of the lead and our sales team missed out on those leads.

I want to do something so that this doesn't happen again and thinking of doing it by location parameter.

Like if when our crm guys enter a specific state/region while filling the forum of the lead then the owner of that lead would be automatically changed to a set person from our sales team.

Hope you understand it.

Thanks

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  • Suggested answer
    meelamri Profile Picture
    meelamri 13,218 User Group Leader on at

    Hi, 

    You can use a workflow. It will assign the lead to a team if some conditions are verified. 

    Let me know if you need more guidance to implement your workflow.

  • Suggested answer
    M.Azwar Alam Profile Picture
    M.Azwar Alam on at

    Hi

    You can use Business Rules for setting owner field

    Mark answer as verified, if it is feasible for you

  • Suggested answer
    ba365guy Profile Picture
    ba365guy 2,950 on at

    1. Navigate to Settings - Processes

    2. Create new, type: workflow, entity : lead

    3. Trigger on create

    4. Trigger on field change (choose field related to location)

    5. In the steps, add a condition step as if location = [choose location]

    6. In the child step choose assign and then choose the appropriate user / team

    7. Add additional steps as required.

    8. Save

    9. Activate the workflow.

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