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whether CRM workflows break if you remove privileges from the account which created them? RRS feed

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    Hi all,

    I need clarification on the below of my query.

    whether CRM workflows break if you remove privileges from the account which created them?

    Thanks in advance

    Bujji


    • Edited by Bujjibabu Monday, March 31, 2014 12:29 PM
    Monday, March 31, 2014 12:29 PM

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    It depends on whether you have an on-demand / auto triggered workflow and the privileges you want to revoke and steps in that workflow.

    High probability of workflow breaking is when the workflow has actions related to the entities that you revoke permissions and is owned by the user whose privileges are reduced.

    If my response helps you in finding your answer then please click 'Mark as Answer' and 'Vote as Helpful'

    • Proposed as answer by Mamatha Swamy Monday, March 31, 2014 5:06 PM
    Monday, March 31, 2014 5:06 PM
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    Some simple facts that should help you:

    In CRM 4.0, if you disable a user, all Workflows that they own will no longer run.

    In CRM 2011, 2013, if you disable a user, then the Workflows that they own will continue to run. Edit: In CRM Online (2013, O365 platform), if you take away a user's licence, their workflows will all fail. Not tested in other environments.

    If you remove some privileges from a user who owns a triggered Workflow (or one called as a child of a triggered workflow), then some or all of the actions the Workflow tries to perform might fail if they require those privileges.

    If you remove all the Security Roles from a user who owns a triggered Workflow, then it will fail at the first step.

    If you remove all the roles from a user who owns a Workflow that is run on demand, this should have no impact since the workflow is run in the context of another user.

    Hope this helps.
    Adam Vero, Microsoft Certified Trainer | Microsoft Community Contributor 2011
    UK CRM Guru Blog


    • Proposed as answer by Guido PreiteMVP Monday, March 31, 2014 9:24 PM
    • Edited by Adam Vero Wednesday, April 2, 2014 1:36 PM added clarification
    Monday, March 31, 2014 9:20 PM
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    Thanks for your answers , Is there any possibility to assign owner of all the workflows of one user to another with same privileges ?

    Thanks in advance.

    Regards,
    Bujji


    • Edited by Bujjibabu Wednesday, April 2, 2014 2:38 PM
    Tuesday, April 1, 2014 1:14 PM