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Cannot assign Leads to different Owner

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Posted on by Microsoft Employee

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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  • Inogic Profile Picture
    Inogic 412 on at
    Cannot assign Leads to different Owner
    We understand you're unable to assign leads from one user (X) to another user (Y) in your CRM. Even though both users have the necessary security roles to manage leads and other entities, Here are some potential reasons:
    Missing or Incorrect Field-Level Security: Double-check field-level security settings for both users and the lead entity, ensuring they have "Write" access to relevant fields.

    Customization Conflicts: Customizations or code that interfere with lead assignment might be present. If the user or their organization has implemented custom code or plugins, temporarily disable them to see if the issue persists. If disabling them resolves the problem, investigate the customizations and identify the root cause.

    If the issue persists after checking the potential causes above, explore alternative approaches to achieving lead assignment.
    You should check out ISV solutions such as Lead Assignment and Distribution Automation app by Inogic to automate and streamline lead assignment in CRM.
    You can use Lead Assignment and Distribution Automation app to:
    • Automatically distribute incoming leads and tasks equally among users.
    • Allocate leads and work according to each user's workload capacity.
    • Automatically assign tasks based on user availability.
    • Schedule lead assignments on a daily, weekly, or monthly basis.
    For further details about the application, please visit our online documentation site.
    For managing your lead assignment requirements within Dynamics 365 CRM, download your 15-day free trial from Inogic website or Microsoft AppSource.
     
    Thanks!
  • KD1984 Profile Picture
    KD1984 on at
    RE: Cannot assign Leads to different Owner

    When I try bulk edit a number of records, the Owner lookup is greyed out so I can't change it

    Investigating plugins...

  • Suggested answer
    Kokulan Profile Picture
    Kokulan 18,050 on at
    RE: Cannot assign Leads to different Owner

    You dont have any plugin or workflow that could revert your changes do you?

    It might also be worth doing a bulk edit of owner from Advance Find results just to make sure no JS triggers

  • KD1984 Profile Picture
    KD1984 on at
    RE: Cannot assign Leads to different Owner

    I've tried that but the same thing happens.

    If i change the owner on the form, it reverts back straigh away - as if updated by a javascript onchange - but I've been through all the js and can see nothing doing this.

    Also doesn't work if I use the "assign to" option from the toolbar

  • Suggested answer
    Kokulan Profile Picture
    Kokulan 18,050 on at
    RE: Cannot assign Leads to different Owner

    Hi

    It might be worth signing in as different sys admin user account and try and do this assigning and see if it fails.

  • KD1984 Profile Picture
    KD1984 on at
    RE: Cannot assign Leads to different Owner

    I am having the same problem at the moment with CRM 2011 on premise after a recent install of Update rollup 18  - has anyone any suggestions? Would reinstalling rollup 18 be a solution as it was with rollup 13?

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Cannot assign Leads to different Owner

    Have you tried looking at Process sessions in advanced find to see if workflows are failing? If it is a workflow failing and you select it they often give really useful detail...

  • ngetz Profile Picture
    ngetz 145 on at
    RE: Cannot assign Leads to different Owner

    I am having the same problem, on all entities. I am sys admin and cannot reassign ownership. It started happening after our recent update, Security Update 3.2 for Microsoft Dynamics CRM 2015 On Premise 7.0 7.0.3.144. We are on premise 2015.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Cannot assign Leads to different Owner

    I know this is an older post but I had the same problem today.

    For me it had to do with the leads not having a last name and topic filled in. Without data in the required fields I was unable to assign them.

    This was caused because my leads were imported.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Cannot assign Leads to different Owner

    I have the same issue. I'm using Dynamics 365 Online - out of the box configuration. I highlight the imported Lead and click Assign to another user, but the user it was assigned to can't find it. Where does it go? I don't get an error when assigning it either.

    I checked permissions and they seem in order. Perhaps someone can clarify what User Role is necessary for starters?

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