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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / When Opportunity owner...
Customer experience | Sales, Customer Insights,...
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When Opportunity owner is changed Account and Contact owner should also change

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Posted on by Talal Tariq 24
Hi there,
 
I need to change the ownership whenever Opportunity is assigned to any other user, the Account and Contact owners' should also be changed and gets assigned to same user to whom the opportunity was assigned.
 
Is there any OOB to handle this ownership behavior?
 
I'm confused regarding this scenario, please suggest if there's anything to do this.
 
Thanks!
 
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  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    When Opportunity owner is changed Account and Contact owner should also change
    Hi Partner,
    You can create one workflow to achieve it.
    1.Go to Settings > Process to create one workflow on opportunity entity.
    2.Trigger: Record is assigned
    3.Add steps--Assign record.
    4.Save and active.
    I hope you can verify my answer if it helps you! If you have any questions, please feel free to contact me.
    Regards,
    Leah
     
  • Talal Tariq Profile Picture
    Talal Tariq 24 on at
    When Opportunity owner is changed Account and Contact owner should also change
    Hi Leah,
     
    I implemented this workflow and this is working perfectly.
     
    Thanks!

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