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crm 2011 add workflow for all users RRS feed

  • Question

  • Hi

    im trying to add a workflow and to be enabled for all users in crm (to run on all users) 

    the workflow working perfect with the owner of the workflow

    but it doesnt work  with anyone else, just with the owner of the wotkflow.


    Manhal Odeh

    Friday, September 14, 2012 6:27 PM

Answers

  • Hi,

    The problem you have is the 'From' in your email. The 'Created By' will be the workflow owner not the person who fires it so your users will need permissions to 'send email as another user' (see security role - Business Management tab) and your workflow owner's personal options will need to be set to 'Allow other Microsoft Dynamics CRM users to send email on your behalf'.

    Alternatively, you could just set the 'From' to be the task owner.

    Rob


    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd Microsoft Community Contributor Award 2011

    • Proposed as answer by Rob BoyersEditor Friday, September 14, 2012 8:02 PM
    • Marked as answer by manhalo Saturday, September 15, 2012 7:46 AM
    Friday, September 14, 2012 8:02 PM
    Answerer

All replies

  • Hi,

    The problem you have is the 'From' in your email. The 'Created By' will be the workflow owner not the person who fires it so your users will need permissions to 'send email as another user' (see security role - Business Management tab) and your workflow owner's personal options will need to be set to 'Allow other Microsoft Dynamics CRM users to send email on your behalf'.

    Alternatively, you could just set the 'From' to be the task owner.

    Rob


    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd Microsoft Community Contributor Award 2011

    • Proposed as answer by Rob BoyersEditor Friday, September 14, 2012 8:02 PM
    • Marked as answer by manhalo Saturday, September 15, 2012 7:46 AM
    Friday, September 14, 2012 8:02 PM
    Answerer
  • This don't fix the issue.

    The problem is that the automatic workflow isn't be triggered if you are not the owner of the workflow

    Tuesday, July 2, 2013 2:31 PM