Skip to main content

Notifications

Microsoft Dynamics CRM (Archived)

Unable to assign lead to another user.

(0) ShareShare
ReportReport
Posted on by Microsoft Employee

I have created a workflow which assigned lead to user which has System Administrator rights.

Its not working. 

There are 2 user which has System role assigned.

1) User 1

2) User 2

When I assign lead to User 1 it works. and It doesn't work when I assign lead to User 2. Where is the problem.

*This post is locked for comments

  • Inogic Profile Picture
    Inogic 418 on at
    Unable to assign lead to another user.
    We understand you're facing an issue where your workflow isn't assigning leads to User 2, who has the System Administrator role, while it works for User 1. Here are some potential reasons and troubleshooting steps:
    • Security Role: Double-check the security roles assigned to each user and ensure both have the necessary privileges for assigning and owning leads.
    • User Field Permissions: Verify if User 2 has the required field permissions on the lead record. Specific fields might impact the assignment process.
    • Workflow Configuration: Review the workflow configuration specifically for the "assign to" step. Ensure the user field is targeting the correct user, and the logic behind the assignment is accurate.
    • Look for any error messages displayed when attempting to assign to User 2. These can offer valuable clues.
    • Check if User 2 is disabled or has any restrictions on their account that might prevent ownership of leads.
    There are third-party solutions available, such as the Lead Assignment and Distribution Automation app by Inogic, that can automate lead assignment based on specific criteria.
    With Lead Assignment and Distribution Automation, you can:
    • Automatically distribute incoming leads and work items in a Round Robin fashion
    • Assign work items based on individual work capacity of each user
    • Automate assigning work items based on the availability status of users
    • Assign work items to users based on predefined time periods, such as daily, weekly, or monthly.
    If you want to know more about the app, consider visiting our online docs site.
    If you are interested in trying the app for your lead assignment need withing Dynmaics 365 CRM, download your 15-day free trial from Inogic website or Microsoft AppSource.
     
    Thanks!
  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Unable to assign lead to another user.

    I didn't get the solution but I remove the User2 for the time being solution.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Unable to assign lead to another user.

    Hi Mithilesh,

    User access mode is already Read-Write.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Unable to assign lead to another user.

    Scope is already organization.

  • Suggested answer
    PS Profile Picture
    PS 23,577 on at
    RE: Unable to assign lead to another user.

    Please check whether User 2 has got Read-write permissions on the - user form>>Administration section>>Access type

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Unable to assign lead to another user.

    For the workflow how did you assign the to roles, can we see what you did.

  • Suggested answer
    Mithilesh Kumar Profile Picture
    Mithilesh Kumar 10,045 on at
    RE: Unable to assign lead to another user.

    Hi Anil,

    Open User Record and see if the Administration Tab. The Access Mode should be Read-Write.

    Hope that helps

    Thanks

  • Aileen Gusni Profile Picture
    Aileen Gusni 44,524 on at
    RE: Unable to assign lead to another user.

    Anil,

    What is the error message when it is nor working?

    Well, if they are the Users with System Administrator role but not working for one of them and it is related to workflow, can you check the Scope, set to Organization if other than this.

    Hope this can help.

    Thank you.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Unable to assign lead to another user.

    How to fix this. Its urgent for me

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Unable to assign lead to another user.

    I just created a new lead and select assign to another user or team. When I select User 1 it works but I select User 2 it doesn't. Both are system administrator role users.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Congratulations to the January Top 10 leaders!

Check out the January community rock stars...

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,111 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,934 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans