Cannot assign Leads to different Owner

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Hi all,

I just googled all around and didn´t find a solution for my problem:

Problem: I cannot assign a Lead from user X to user Y. (no one of those users is me!)

What happens: I select leads, click assign, select the user to assign, crm refreshes (does like he would do what i expect it to do...) ... and.... TaDa...! nothing happens, everything like before :(

I managed the security roles and let the users X and Y do everything with leads. Also with other entitys. So as I read in different Forums, security roles shouldn´t be a problem for assigning a lead.

What am I doing wrong?!

Thanks a lot!

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MarcoPie 15 on at

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Daniel,

I have never experienced your problem, but by reading what you wrote I noticed that there is a small error in your assumptions.

When you assign a lead from X to Y, technically none of them is doing any assignment, you are doing it.

So the only advice I can give you is to check if your role has the right permission to do it.

Marco

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GL-23071537-0 Microsoft Employee on at

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Hi there,

Can you verify this is happening if you just open an individual record and change the owner. Also--would it be possible that someone might have created a plug-in that is automatically assigning Leads based on criteria such as the region?

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Community Member on at

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Hi Marco,

Thanks for answering! :)

You are right, I explained it wrongly, but it´s like you said, I do the assignment, and I am almost all the roles that Dynamics CRM offers, so I am some kind of over-permitted

I checked the permissions and I should be able to do everything. But I don´t have the top-ADMIN license, but the guy that has this license on our business also couldn´t assign the leads to anyone... it´s very strange :S

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Community Member on at

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Hi Gretchen,

thanks for answering :) !

It is a new generated organisation, there are still no plugins for assignment.

I´ve tryed to change a single record as well as more at once... nothing worked :(

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GL-23071537-0 Microsoft Employee on at

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Hi Daniel,

Are you CRM Online or On Premise? If on premise, are you on 2011?

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Community Member on at

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Hi its On Premise 2011

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GL-23071537-0 Microsoft Employee on at

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HI Daniel,

Can you check under Settings-->System Jobs to see if the Assign System Event is succeeding?

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Community Member on at

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Hi Gretchen,

I´ve just checked it and I found no record inside with my assignment. I also looked there before writing here, but I thought that maybe Assignments never appear there.

So this means that the assignment didn´t happen at all :S

Thanks a lot :)

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Community Member on at

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Are you doing this through the CRM Assignment function?

Are you logged in as a user that has the correct security to reassign records from one owner to another owner?

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Community Member on at

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Hi CRMLADY,

yes, I´m using the assignment function and I´ve also tried to change the owner "manually" in some data records, and id didn´t work.

it also does not work with other entities.... :(... could this be a bug? is there any direct support from microsoft in cases like this?

assigning a data record shouldnt be any problem :S

Cheers

Daniel

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