Customization and Configuration · Functional Info · Low Code No Code

Dynamics CRM Automatically move record to owner default queue

In today’s I will explain how can be directly route CRM Dynamics record to Owner’s default create when record gets created or assigned.

Many a times we get this requirement and we think to implement custom code to achieve this. However there is an  OOB feature already available.

Step – 1 To achieve this requirement navigate to settings->Customization->Customize the system

Step – 2 Expand Entity and select Entity which you want to enable this feature

Step – 3 Tick checkbox which is highlighted in below image

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Step -4 Save the changes and publish.

Once published, now whenever we create any new record automatically record will be moved to owner default queue. When you change owner of that record then same record will be moved to current owner default queue.

Hope this helps!

2 thoughts on “Dynamics CRM Automatically move record to owner default queue

  1. Hi, I checkbox Automatically move record to owner default queue on Case entity in D365. But it didn’t not work when a record owner is is assigned to a “User” or “Team” . Any idea of possible reasons why the record is not automatically moved to the owner default queue? Thank you!

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