Can Teams be the default owners of new records?

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Posted on by CRM Learner 88

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?

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Bipin D365 28,985 Moderator on at

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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.

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Kipetcoff 1,037 on at

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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

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Abdul Wahab 12,119 Moderator on at

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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)

Here is the screenshot of the record:

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/.../

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Yoshika Suzuki Microsoft Employee on at

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Workflows and business rules can be configured without code.

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CRM Learner 88 on at

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thank you!

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CRM Learner 88 on at

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thank you!

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