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is it possible to assign 1 lead/opportunity/case to multiple people? RRS feed

  • Question

  • Hi,

     

    My organization wants me to assign a single lead/opportunity/case to multiple people i.e. more than one person. Is it possible?

     

    We even can't assign it to a team...

    Is there any programatic solution?
    Saturday, February 2, 2008 4:41 PM

Answers

  • Assign is for chaning the ownership.

     

    see sharing model and you can define team and share with that team.

     

    http://www.microsoft.com/dynamics/crm/using/12/sharingcrminfo.mspx

     

    Best Regards,

    Imran

     

    http://microsoftcrm3.blogspot.com

     

     

    Saturday, February 2, 2008 6:40 PM
    Moderator
  •  

    No there is no programmatic solution.

     

    Records can only be owned by a single user.  

     

    You can share records with a team (but the record is still owned by a user).

     

    Some record types, such as a case, can be assigned to a queue for others to review; but the original owner is still the owner of the record until someone else accepts the item at which point they become the owner.

    Sunday, February 3, 2008 7:42 AM
    Moderator

All replies

  • Assign is for chaning the ownership.

     

    see sharing model and you can define team and share with that team.

     

    http://www.microsoft.com/dynamics/crm/using/12/sharingcrminfo.mspx

     

    Best Regards,

    Imran

     

    http://microsoftcrm3.blogspot.com

     

     

    Saturday, February 2, 2008 6:40 PM
    Moderator
  •  

    No there is no programmatic solution.

     

    Records can only be owned by a single user.  

     

    You can share records with a team (but the record is still owned by a user).

     

    Some record types, such as a case, can be assigned to a queue for others to review; but the original owner is still the owner of the record until someone else accepts the item at which point they become the owner.

    Sunday, February 3, 2008 7:42 AM
    Moderator