Change Owner in Microsoft

Last update: 2023-10-17

If you have existing people that are already assigned to an owner, you can use this flow step to re-assign them to another owner.

NOTE

This flow step will only work when used with triggers, not filters, in your Smart Campaign.

Usage

  1. Simply pick the owner you want to change to and go!

    NOTE

    If the record does not yet exist in your Dynamics account, we will sync it over, then assign it to the selected user.

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