Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM forum
Answered

Can Teams be the default owners of new records?

Posted on by

When creating a new record the owner naturally defaults to the user account creating them.  Is there a way to have the owner default to a specific team?

  • RE: Can Teams be the default owners of new records?

    thank you!

  • RE: Can Teams be the default owners of new records?

    thank you!

  • Suggested answer
    RE: Can Teams be the default owners of new records?

    Workflows and business rules can be configured without code.

  • Verified answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,068 Super User on at
    RE: Can Teams be the default owners of new records?

    Hi CRM Learner 8,

    Put the 'Created On' column on your form. Create the same 'Business Rule' except owner value as shown below:  (It is tested and working on my side)

    pastedimage1663741071089v1.png

    Here is the screenshot of the record:

    pastedimage1663741275628v4.png

    If I answer your question then please mark it as verified.

    Let me know if I can provide you with more details.

    Thanks
    Regards,

    Abdul Wahab
    Power Platform/Customer Engagement Developer/Lead/Solution Architecture/Project Manager
    Direct/WhatsApp:+923323281237
    E-mail: abdulwahabubit@outlook.com
    Skype: abdul.wahabubit
    Linkedin: www.linkedin.com/.../

  • Verified answer
    Kipetcoff Profile Picture
    Kipetcoff 1,000 on at
    RE: Can Teams be the default owners of new records?

    Hello,

    You can assign records in workflow, without coding. This solutions is much easier, but it means you reassign rows from owner to the team and you will have this changes in the audit history

    2022_2D00_09_2D00_20_5F00_23_2D00_01_2D00_23.png

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,960 Super User on at
    RE: Can Teams be the default owners of new records?

    Hi,

    You can write plugin on pre-operation to set the owner as User default Team.

    Make sure you assign security role to Owner default Team.

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 287,914 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,549 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans