Skip to main content

Notifications

Announcements

No record found.

Service | Customer Service, Contact Center, Fie...
Suggested answer

Case Workflow fails with any other Case Owner

Posted on by 5

I have a workflow set up to Resolve a case if it has been given a Resolution Code. When I am the Case Owner, I give the Case a Resolution Code, and then Save it. The Case is Resolved by the workflow. When anybody else is set as the Case Owner, the workflow does not Resolve the case as it is intended to do. I have changed the scope, changed it from background workflow to a real-time workflow and back again, changed the order in which the steps are executed, AND I've changed the "Execute As" setting several times. Every other user has the same permissions as I do, but it can't be a permission issue because the workflow only works when I am the Case Owner, and when I attempt to Save the Record having changed the Resolution Code. It does not work when I run it but the Case Owner is not me, and it does not work when any other user attempts to run it on a Case they own. I'm stumped, help?

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: Case Workflow fails with any other Case Owner

    Hi,

    You should lodge Microsoft support ticket.

    I hope you have tried converting your workflow to real time workflow.

    Can you please share screenshot of your workflow?

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

  • James Baker BPI Profile Picture
    James Baker BPI 5 on at
    RE: Case Workflow fails with any other Case Owner

    Hi Bipin,

    I set scope to Organization - it still does not work. System Jobs shows no errors, and I can see that the initiating user has Read access on the entity. Any other suggestions?

    James

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: Case Workflow fails with any other Case Owner

    Hi,

    You did not mentioned the scope you have changed to what value?

    It should work when you set Scope to Organization. So have you tried setting scope to Organization?

    Also, make sure user has Read permission on Process Entity in security role.

    It does not event trigger for other case owner, if No then what error you see in system jobs?

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

  • JMaye2 Profile Picture
    JMaye2 57 on at
    RE: Case Workflow fails with any other Case Owner

    Hello James Baker BPI -

    This is a really cool implementation of case resolutions.  I like it.  I can't wait to get to the point where we are trying the same flow.  I did some digging and without understanding the flow that has been setup- have you seen these?

    (+) Automate Case Resolution via Workflow? - Microsoft Dynamics CRM Forum Community Forum

    powerusers.microsoft.com/.../176842

    Resolve-case.jpg

    Thanks for your question.

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans