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How to update the owner of the email using process step - Send Email RRS feed

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    I have created a workflow on case entity.

    If a condition is met, I have added a step called "Send Email"

    on set properties of send Email, I would like to update the owner of the Email to "Owner of the case"
    I cannot update the owner field and its greyed out (read-only).

    In this case, how can I update the owner of the email to be same as "Owner of the case"

    please note that owner of the case can be different users from different business units.

    Wednesday, January 21, 2015 4:12 AM

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    Hi,

    Which version and rollup of CRM you are using?

    Regards, Saad

    Wednesday, January 21, 2015 4:37 AM
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    CRM 2013 SP1 (6.1.0.581)
    Wednesday, January 21, 2015 4:47 AM
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    Can you check if your user has permission to write on Activity, Email.

    Regards, Saad

    Wednesday, January 21, 2015 6:08 AM
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    I am creating this workflow/process as a system admin.
    Tuesday, January 27, 2015 12:22 AM
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    Unfortunately you can only change the owner using an Assign operation, rather than a create. There are two ways around this:

    1. You could create the email with a Create step, then use an Assign step to change the owner. However, this approach won't actually send the email; to do that you'd need a simple custom workflow activity to send the email
    2. You could try adding a workflow on the email entity, with an Assign step to change the owner. This would need logic to determine if the email is one that was created from the original workflow - it may be possible to do this based on the email subject

    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    Tuesday, January 27, 2015 3:02 PM
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