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Microsoft Dynamics CRM (Archived)

Workflow not working as intended

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Posted on by 60

I have a workflow that runs everytime a case is created.  It checks to see who submitted the case, and if that person matches a list of certain people, it will share the case with them.  (not created by, it is checking submitted by).

The workflow starts correctly everytime a case is created.

The workflow correctly realizes when the people are on the list.

Dynamics tells me that the share works correctly with a nice green checkmark.

When i look at who the case is shared with upon completion of the workflow, the case is not shared with anyone.

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I have the same question (0)
  • Rodrigo Lugarinho Profile Picture
    Microsoft Employee on at

    Hi Anthony.

    Is the user that created the Workflow a CRM Admin? What´s the workflow´s scope level?

  • Anthony Hunt Profile Picture
    60 on at

    Tried the workflow both as an admin and non-admin, tried it as both user and organization scope.  None of them worked.

  • Rodrigo Lugarinho Profile Picture
    Microsoft Employee on at

    Hi Anthony.

    Could you please share some screen shots to have a better picture?

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