Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM forum
Unanswered

Sending email (quote info) - not working

Posted on by 20

Hi everyone,

I have configured a workflow to send an email (some quote info) from the quote form. Its a chain of three emails and the first email is to be sent from the owner of the quote, the other two emails might be sent by other users who have an access to quote. But when the workflow runs it gives error,

pastedimage1647626295461v1.png

Then i searched the error and I found couple of articles which suggested the following,

1. "Send email as another user" to be assigned in security role of the user.

2."Act on behalf of another User" to be assigned in security role of the user.

3. Assign "Delegate" security role to the user.

I added above to the user security role of the user, but still i am receiving the same error. Then I checked the check box in personal settings of the user and it worked.

pastedimage1647626882124v2.png

My Question : The email is being sent from the owner of the quote, this is how workflow is configured. User is the owner of the quote and he is not sending email on behalf of another user then why should I assign these security toles to the user.?? My client is also not happy with these personal setting option.

pastedimage1647627233115v3.png

Regards,

Naveed

Categories:
  • Amit Katariya007 Profile Picture
    Amit Katariya007 5,769 Super User on at
    RE: Sending email (quote info) - not working

    Hello Syed,

    You can refer this article I hope it will clear your all the doubts.

    daytodaydynamics365.com/.../

    Thank you,

    Amit Katariya

  • Syed Naveed Profile Picture
    Syed Naveed 20 on at
    RE: Sending email (quote info) - not working

    Thanks Amit,

    Actually there are three workflows, run one by one. The first workflow sends an email from owner of the quote to the quote approval authority 1 (a crm  user) . When this user approves quote(by opening the quote and set some flags related to approval), the second workflow runs and sends an email from the approver to second quote approval authority 2 (again a crm user). This process is same for third workflow where the sender & recipient might be different. But the first email in this chain will be sent from quote owner, he/she will initiate this process.

    I appreciate your support.

    Naveed

  • Amit Katariya007 Profile Picture
    Amit Katariya007 5,769 Super User on at
    RE: Sending email (quote info) - not working

    I have configured a workflow to send an email (some quote info) from the quote form. Its a chain of three emails and the first email is to be sent from the owner of the quote, the other two emails might be sent by other users who have an access to quote. But when the workflow runs it gives error,

    can you explain some more about the highlighted sentence. Like, who will be the sender and the receiver of this 3 emails.

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 288,420 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,672 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans