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dynamics crm 2011 - How to prevent changing of owner name after assigning to other users in crm

问题描述:

If one lead is assigned to other users (eg: XX) , then owner name changes to XX , So how to stop the changing of owner name after assigning.

网友答案:

Have you looked at using Queues as your buckets? That would effectively put it in the XX bucket and the original owner wouldn't change.

网友答案:

When you assign a lead you change owner of it so this is indeed a catch 22. What is it you wanted to happen with the assign? Perhaps there is another way of doing what you expect it to do, share for example

网友答案:

If you want other users able to read or modify the lead without changing the owner you need to share the record, you can decide also the permissions.

You need to click on Share or Sharing button.

网友答案:
  • You could make use of the Created By field, which does not change when the record is assigned. Filter the view for your bucket based on "Created By".
  • If the owner field must not change you could
    1. Add a custom field called "Worked By" to Lead
    2. Add a custom ribbon button called "Work On" that changes "Worked By" to the current or selected user
    3. then set up views to filter based on the "Worked By" field instead of the "Owner" fiel
    4. "Owner" will remain the same, but "Work On" will change.
网友答案:

I set up a workflow to notify the team when a lead or account owner is changed.

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