Cannot assign Leads to different Owner

(0) Share

Report

Posted on by Community Member

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!

*This post is locked for comments

I have the same question (0)

All responses (30)

Answers (0)

MarcoPie 15 on at

Like (0)

Report

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

Was this reply helpful? Yes No
Suggested answer

GL-23071537-0 on at

Like (0)

Report

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?

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

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

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

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 :(

Was this reply helpful? Yes No
GL-23071537-0 on at

Like (0)

Report

Hi Daniel,

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

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Hi its On Premise 2011

Was this reply helpful? Yes No
Suggested answer

GL-23071537-0 on at

Like (0)

Report

HI Daniel,

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

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

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 :)

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

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?

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

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

Was this reply helpful? Yes No