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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Custom workflow to ass...
Microsoft Dynamics CRM (Archived)

Custom workflow to assign Lead Record to other user.

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Posted on by Anant 255

Hi Guyz,

I have a task that is based on the condition that: Lead record will  be assigned to the User who has same pin code as inserted on the Lead form. 

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  • Suggested answer
    Nithya Gopinath Profile Picture
    Nithya Gopinath 17,078 on at
    RE: Custom workflow to assign Lead Record to other user.

    Hi Anant,

    You should first retrieve the user record with zip code same as that of the lead record using QueryExpression. You could use the following code to assign the record to the user.

    // Create the Request Object and Set the Request Object's Properties
AssignRequest assign = new AssignRequest
{
  Assignee = new EntityReference("systemuser", UserID),
  Target = new EntityReference("lead", LeadID)
};
 
// Execute the Request
orgService.Execute(assign);

    Hope this helps.

  • Suggested answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    RE: Custom workflow to assign Lead Record to other user.

    Hi Anant,

    If you are looking for sample code this could give you a good start, you need to modify code to get user based on their zip code: consultantabhishek.blogspot.in/.../round-robin-assignment-microsoft.html

    Let us know if you are facing any issue.

    thanks

  • RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at
    RE: Custom workflow to assign Lead Record to other user.

    Hi Anant,

    Are you facing any issues/ error?

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