Assign a record to a user or team
This article applies to Dynamics 365 Customer Engagement (on-premises) version 9.1 using the legacy web client. If you’re using Unified Interface, your apps work the same as Unified Interface for model-driven Power Apps. For the Power Apps version of this article, see: Assign or share records
If you'd like another person in your organization to handle an account or contact for you, you can assign the record to that person.
You can also assign a record to a team, or to yourself.
Go to Sales > Accounts or Contacts.
In the list of records, select the record that you want.
In the command bar, select the More Commands button
, and then select Assign.In the Assign dialog box, select:
Assign to me
- OR -
Assign to another user or team
Select Lookup, and then select Look Up More Records. From the Look for drop-down list, select User or Team. In the Search box, type the name, select the search icon, and then select the name to select it. Select Add.
Select OK.
This topic applies to Dynamics 365 Customer Engagement (on-premises). For the Power Apps version of this topic, see: Assign or share records
If you would like another person in your organization to handle an account or contact for you, you can assign the record to that person.
You can also assign a record to a team, or to yourself.
Go to Sales > Accounts or Contacts.
In the list of records, select the record that you want.
In the command bar, select the More Commands button
, and then select Assign.In the Assign dialog box, select:
Assign to me
- OR -
Assign to another user or team
Select Lookup, and then select Look Up More Records. From the Look for drop-down list, select User or Team. In the Search box, type the name, select the search icon, and then select the name to select it. Select Add.
Select OK.