Microsoft Dynamics CRM 2013 Customer Center

Microsoft Dynamics CRM

Customer Center

Microsoft Dynamics CRM 2013 Customer Center

Assign a record to a user or team

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.

Follow the steps for the app you're using.

If using the CRM web application
1. On the nav bar, click or tap Microsoft Dynamics CRM. Then select a work area: Sales, Service, or Marketing. The work area name appears on the nav bar.
2. Click or tap the work area name, and then click or tap Accounts or Contacts.
3. In the list of records, select the record that you want.
  
  In the command bar, click or tap More Commands (), and then click or tap Assign.
If using CRM for Outlook
1. In the Navigation Pane, expand your organization if necessary, and then select your work area: Sales, Service, or Marketing.
2. Expand Customers, and then click or tap Contacts or Accounts.
3. In the list of records, click or tap the record that you want.
4. In the Collaborate group, click or tap Assign.
In the Assign dialog box, click or tap:
- Assign to me
  
  - OR -
- Assign to another user or team
  
  Click or tap Lookup, and then click or tap Look Up More Records. From the Look for drop-down list, select User or Team. In the Search box, type the name, click or tap the search icon, and then click or tap the name to select it. Click or tap Add.
Click or tap OK.

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