web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Creating Messages in a...
Microsoft Dynamics CRM (Archived)

Creating Messages in a Workflow

(0) ShareShare
ReportReport
Posted on by Community Member

I have a number of workflows that run on the Appointment and the Phone Call Records.  The first create a Task and then send an email to the Task Owner.  The workflows were created by the system administrator in the top level Business Unit.

This works fine when the User running the workflow (they are on-demand workflows) in also in the same top level Business Unit.

However, if they are in a Child Business Unit the workflow will create the Task but it does not create the email.  It stops with the mesage "you do not have enough priviliges to access the Microsoft Dynamics object or perform the requested operation.  I have looked at the security roles and I cannot work out which one I have got wrong.  Any suggestions would be much appreciated.

*This post is locked for comments

I have the same question (0)
  • Community Member Profile Picture
    Community Member on at

    Have you tried sharing the process with the child team / business unit?

    Also, is the process set to run as the process owner or as the user running it?

  • Community Member Profile Picture
    Community Member on at

    One last thing. I had a similar issue until i set the scope of the process to 'Organisation'.

  • Community Member Profile Picture
    Community Member on at

    Thanks.  I tried sharing and it did not work.  I don't know how to set who runs the process.

  • Community Member Profile Picture
    Community Member on at

    Yes, the scope is set to Organisation.  Though I thought that was for Automatic Processes not On-Demand ones.

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Terry.  I have fixed it.  The email was set to be from a Queue and the User did not have Append permission for the Queue.  many thanks for your help, it was all a matter of slow elimination.  I think I will have a break now.

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Michael - good work! You can mark your own answer as "Verified" so that it shows this thread as completed.

  • Community Member Profile Picture
    Community Member on at

    Glad you sorted it Michael. For some reason i find it often the case that i find the cause myself soon after posting on here!  :-)

  • Community Member Profile Picture
    Community Member on at

    I wish I could.  I can find nowhere on the page that says "verified"

  • Verified answer
    mscrmba Profile Picture
    mscrmba on at

    Click on 'Yes'

    https://community.dynamics.com/crm/f/117/t/157207

  • mscrmba Profile Picture
    mscrmba on at

    Awesome! :)

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans