web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

Move Lead to another owner

(0) ShareShare
ReportReport
Posted on by 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 ?

I have the same question (0)
  • Suggested answer
    RaviKashyap Profile Picture
    55,410 Moderator on at
    RE: Move Lead to another owner

    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.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Microsoft Dynamics 365 | Integration, Dataverse, and general topics

#1
#ManoVerse Profile Picture

#ManoVerse 105

#2
Siv Sagar Profile Picture

Siv Sagar 93 Super User 2025 Season 2

#3
Martin Dráb Profile Picture

Martin Dráb 81 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans