Hi George,
Thanks for your response.
The error I’m receiving on the WP site is:
“Changing security attributes is not allowed in stage 20 plugins”
I searched this error in the Dynamics Community and found that it is not possible to set the Owner in a workflow on Record-Create. Refer to this link, and the 2 links in the comments here. https://community.dynamics.com/crm/f/117/t/220897
So I don’t believe that changing the permissions or making it an asynchronous workflow will work as it appears to be a limitation. There is no post-create option in the workflow so I’m not sure how to achieve this inside Dynamics using a workflow.
Do you have any other ideas? Or the code and details how I can achieve this in WP using JavaScript?
Thanks,
Sally