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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Move Lead to another o...
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

Move Lead to another owner

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Posted on by Johnseito 340

Hello,

could someone provide some advise or coding on how to move lead to another owner. For example - leads that the address is not NYC and the opportunity is open to this particular owner ?

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  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Hi,

    You can use out of box workflows to assign the lead record to different owner. If you are looking automatic owner assignments then you will have to use some custom code logic to determine the owner. Take a look at below thread on the same topic-

    community.dynamics.com/.../randomly-assign-lead-ownership-from-a-workflow

    Hope this helps.

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