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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / 'Assign to' no...
Microsoft Dynamics CRM (Archived)

'Assign to' not possible from list of records

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Posted on by pawelk3 100

I am gathering leads from my website and they are automatically moved to the CRM. On the lead form, I have a couple of required fields which my sales agents need to fill in. 

When I want to change an assignment of the lead (on Lead entity) then I want to be able to do that from the list of records (default All Leads View). Right now I am getting the Business Process Error because some of the required fields are not filled. So I need to go to the specific lead form (separately), fill in the required fields and then from there, I can change the owner.

Is it possible to ignore somehow these required fields on the form when I am only trying to assign the lead to another owner?

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  • Verified answer
    Shidin Haridas Profile Picture
    Shidin Haridas 3,497 on at

    "Right now I am getting the Business Process Error because some of the required fields are not filled. "

    Can you paste a screenshot of this?

    I just assigned a few leads with mandatory fields not filled in to different users.

    Is there any workflow/plugin being triggered on assign of Lead records?

    If my answer helps you, please mark it as verified.

  • Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,628 on at

    Hi,

    when you assign the lead to new owner via list view, you get an error?

    Is it possible to ignore somehow these required fields on the form when I am only trying to assign the lead to another owner?

    - which method you use to assign? change the owner field? or use the assign button

  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Hi,

    Business Process Error generaly means that you have some custom logic which is running when the owner is changing of the lead. Check if you have any plugins/workflows registered on Leads. If yes, then review and find out if any of them is registered to trigger on owner change if yes then you can disable them ( not recommended) or check your business functionality around that.

    Hope this helps

  • pawelk3 Profile Picture
    pawelk3 100 on at

    You were right, one of the plugins caused this. Thanks for quick help!

  • Shidin Haridas Profile Picture
    Shidin Haridas 3,497 on at

    Please mark the valid answers as verified, to help future users. Thanks.

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