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 Accounts or Contacts. How do I get there?
-
In the list of records, select the record that you want.
In the command bar, click the More Commands button
, and then click Assign.
-
If using the Dynamics 365 web application: In the command bar, click More Commands (
), and then click Assign.
< !–>
If using Dynamics 365 for Outlook: In the Collaborate group, click Assign.
–> - In the Assign dialog box, click:
- Assign to me
– OR –
- Assign to another user or team
Click Lookup, and then click Look Up More Records. From the Look for drop-down list, select User or Team. In the Search box, type the name, click the search icon, and then click the name to select it. Click Add.
- Assign to me
- Choose OK.