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Microsoft Dynamics CRM (Archived)

Record Assignment in Dynamics 365

Posted on by Microsoft Employee

Is there a way to make each record created default to be assigned to a team?

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  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Record Assignment in Dynamics 365

    Hi,

    Yes, you can create a real time workflow which will be triggered on create and assign the record to the team.

    autoassign.png

    Hope this helps

  • Suggested answer
    prasannakumar Profile Picture
    prasannakumar 80 on at
    RE: Record Assignment in Dynamics 365

    Hi Donnarenia,

    Sure, you can do that. If there are no complex conditions, you can create a OOB workflow on record create and assign it to the user. Else you can do this using a plugin as well. But make sure the necessary priveleges are there.

    Thanks

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