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Microsoft Dynamics CRM (Archived)

Routing Rule, under different user

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Posted on by 135

Hi, 

I'm trying to use routing rules to assign cases to other owners, 

also my company rules dictates that a case should only be visible to the owner, (CSR case read privilege is set to user )

if the CSR assigns the case to another user by clicking the assign button, it will work perfectly fine, but when I want to do it using the routing rules, I get an read access error on the case entity (which will be solved if I give a higher read access to the CSR, and of course I'm not allowed to do so). 

by far I've seen that when the rule apply the ownership of the case changes to other user, but somehow an error (read access from CSR to the case which is now owned by the other user) raises and the whole process rolls back.

so here are my questions, first of all why this happens ?

and more importantly is there a method to run the routing rule under another user (with higher privileges of course) so this issue gets solved?

Thanks in advance

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I have the same question (0)
  • Bilal Ahmed Profile Picture
    270 on at

    Hello,

    did u managed to solve this issue ? I am facing same issue.

    My apology as its a old post 

    Thanks in Advance

    Bilal Ahmed

  • Suggested answer
    bac26 Profile Picture
    2,268 on at

    can you run the routing rule as an admin or as someone who has elevated perms?

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