One of the most common errors seen when sending out email using workflows is this –
“You cannot send email as the selected user. The selected user has not allowed this or you do not have sufficient privileges to do so. Contact your system administrator for assistance.”
How to fix it for individual users:
Note: These instructions need to be followed by the sender (“TO”) user.
- Sign in your CRM and click the gear icon on the right hand corner.
- Click Options.
- Go the ‘Email‘ tab.
- Check the ‘Allow other Microsoft Dynamics 365 users to send email on your behalf‘.
- Click ‘Ok‘.
What is the problem with this approach?
The approach shown above requires each user to update their Personal Options. If you administer a CRM system for a large organization, this can be very painful to coordinate.
Is there a way for me to update their Personal Options without knowing their Passwords?
Absolutely! You can do so using XRM Toolbox as follows:
- Open XRM Toolbox.
- Search for ‘User Settings Utility‘.
- Click on the ‘User Settings Utility Tool by MscrmTools to open.
- You will be asked if you want to connect to a CRM. Click ‘Yes‘.
- Select your CRM from the list. If you do not have your CRM connection setup, click ‘New Connection‘ to set it up.
- Click ‘Ok’.
- You may be prompted to enter your password.
- Click ‘Ok’.
- Click ‘Load Users and settings‘.
- Select the ‘Enabled Users‘ view.
- Click ‘Check all‘.
- In the ‘Email Settings’ section, set ‘Allow emails on my behalf‘ as ‘Yes‘.
- Lastly, click ‘Update User(s) Settings‘.
That’s it! You have successfully updated the personal settings of all your CRM users!
If you have any questions or if this article needs corrections, please leave a comment below. Thanks for stopping by!