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Microsoft Dynamics CRM (Archived)

Workflow showing error when other users Create Lead

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Posted on by 314

Hi All,

My requirement is sending email to Lead on its creation. when lead is created i want an email to be sent by the Lead owner to Lead. For this I created a workflow and activated it. Now when i create the lead i can see email activity created in Email Activities. but when any other user creates lead then Email activity is not being created and i when i open system job i see  "Waiting for retry due to error" against the system job as shown below.

7875.error.PNG

This workflow is working fine if the user who created the workflow creates the Lead as well. but for other users it is not working. I have given the admin role to other user but still email activity is not being created.

Thanks for your help

Ishan Sharma 

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  • Verified answer
    Ishan Sharma Profile Picture
    314 on at
    RE: Workflow showing error when other users Create Lead

    Thanks It start working

  • Verified answer
    Dynamics365 Rocker Profile Picture
    7,755 on at
    RE: Workflow showing error when other users Create Lead

    GoTo-> Personal Settings -> Options -> Email tab and check option as "Allow other Microsoft Dynamics 365 users to send email on your behalf".

  • Ishan Sharma Profile Picture
    314 on at
    RE: Workflow showing error when other users Create Lead

    I have already assigned System Admin role to my user. i just saw "Send email as another user" privilege is full green(Organization Level) you can see below image.

    6175.sendemail.PNG

  • Suggested answer
    Dynamics365 Rocker Profile Picture
    7,755 on at
    RE: Workflow showing error when other users Create Lead

    Ok.

    Please check "Send email as another user" privilege in security role and also check personal settings of other users and ask them to tick check box "Allow other dynamics 365 users to send email on your behalf".

  • Ishan Sharma Profile Picture
    314 on at
    RE: Workflow showing error when other users Create Lead

    3583.workflowError.PNG

    See the image of error when i open workflow in System jobs 

  • Dynamics365 Rocker Profile Picture
    7,755 on at
    RE: Workflow showing error when other users Create Lead

    Open Workflow job and check if there is more detail in error.

  • Ishan Sharma Profile Picture
    314 on at
    RE: Workflow showing error when other users Create Lead

    Scope is already Organization

  • Suggested answer
    Dynamics365 Rocker Profile Picture
    7,755 on at
    RE: Workflow showing error when other users Create Lead

    Change scope of workflow to organization.

  • Suggested answer
    Dynamics365 Rocker Profile Picture
    7,755 on at
    RE: Workflow showing error when other users Create Lead

    Change the scope of workflow to organization.

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