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Opportunity owner change when account owner change

How to keep the owner of an opportunity when the account owner is modified in Dynamics 365 CRM ?

Frédérick Grobost's photo
Frédérick Grobost
·Nov 2, 2022·

1 min read

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You have an account owner and multiple opportunities associated to it, and these opportunities have different owner assigned.

In Microsoft Dynamics CRM, when we change the owner of an account, all related entities (contacts, leads, opportunities..) are assigned to the new owner.

This is not what your customer wants.

He wants to keep the opportunities untouched, with their respective owners, even if there is a modification in the account ownership.

Here is how to do it :

Shortly, everything lies with the 1:N opportunity_customer_accounts relationship and its Assign behavior.

The type of behavior needs to be changed to Configurable Cascading, with the Assign behavior changed from Cascade All to whatever you need.

Here are the detailed steps

  • Go the the account entity

  • Add the 1:N relationship opportunity_customer_accounts

  • Open the classic customization and look for the relationship

  • For our case

    • change the type of behavior to Configurable Cascading

    • select the Cascade None for the Assign behavior

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