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Customer experience | Sales, Customer Insights,...
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WORKFLOW - Cannot View Properties of create new message

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Posted on by 55

As of 4/17/20 our production CRM online system started not being able to view properties of workflow for SEND EMAIL: Create new message.  We get an error every time the view properties button is clicked.  But this only happens in our production system.  It never happens in our development system.  Any thoughts on how to get around this issue or do we need a ticket with Microsoft to resolve?

CRM-Workflow-error.PNG

  • Suggested answer
    RE: WORKFLOW - Cannot View Properties of create new message

    Opened a ticket with Microsoft Support and they were able to get me a partial solution. I added in a couple more steps and it is now resolved.

    When in PROCESSES and checking VIEW PROPERTIES for CREATE NEW MESSAGE if an error occurs, do the following:

    1. Navigate to Settings -> Customizations -> Customize the System 
    2. Under entities -> open email -> forms  
    3. Deactivate the enhanced email form, publish all customizations  
    4. Attempt to open a workflow with a known CREATE NEW MESSAGE (initially can take about 30 seconds) 
    5. Click VIEW PROPERTIES, wait for EMAIL dialog to appear 
    6. Go back to EMAIL entity, reactivate Enhanced Email form 
    7. Publish all customizations 

    Initially it worked for about 5 minutes and went back to creating the error.  I ran thru the steps again and so far it is continuing to work correctly.

  • RE: WORKFLOW - Cannot View Properties of create new message

    Odd thing is the link for VIEW PROPERTIES for create new message works for other system admins in our environment but not me.  Leads me to believe it's a profile issue for me.  It does not work in any browser or other computers.  Not looking forward to opening a ticket with Microsoft.

  • mobeenmohsin Profile Picture
    mobeenmohsin on at
    RE: WORKFLOW - Cannot View Properties of create new message

    Hi Robert,

    It is suggested to open ticket with Microsoft to find out the reason. Thank you/

    Best Regards,

    Mobeen Mohsin

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