Fix – You cannot send email as the selected user.

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.”

1 - Error

How to fix it for individual users:

Note: These instructions need to be followed by the sender (“TO”) user.

  1. Sign in your CRM and click the gear icon on the right hand corner.
  2. Click Options.

2 - User Settings Navigation

  1. Go the ‘Email‘ tab.
  2. Check the ‘Allow other Microsoft Dynamics 365 users to send email on your behalf‘.
  3. Click ‘Ok‘.

3 - User Settings Email

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:

  1. Open XRM Toolbox.

4 - XRM Toolbox

  1. Search for ‘User Settings Utility‘.
  2. Click on the ‘User Settings Utility Tool by MscrmTools to open.

5 - User utility Setting

  1. You will be asked if you want to connect to a CRM. Click ‘Yes‘.

6 - Connect to an Organization

  1. Select your CRM from the list. If you do not have your CRM connection setup, click ‘New Connection‘ to set it up.
  2. Click ‘Ok’.

7 -

  1. You may be prompted to enter your password.
  2. Click ‘Ok’.

8 - Enter your password and click Ok

  1. Click ‘Load Users and settings‘.

9 - Load User Settings

  1. Select the ‘Enabled Users‘ view.
  2. Click ‘Check all‘.

10 - select the view and click check all

  1. In the ‘Email Settings’ section, set ‘Allow emails on my behalf‘ as ‘Yes‘.
  2. Lastly, click ‘Update User(s) Settings‘.

11 - Set the setting

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!

2 thoughts on “Fix – You cannot send email as the selected user.

Add yours

  1. What are the cons of selecting this option? Is it possible for anyone in the organization to send an email on my behalf, for example in the account entity where you can send an email via the Dynamics 365 app for Outlook? Because that would mean that you can send an email on behalf of your management team etc which I think would not be ideal..

    1. Hello Thijs,

      You are correct. Hence, this is also constrainted by a security privilege. The user wishing to send emails as another user should have the “send email as another user” privilege (present under the Business Management Tab of the security role).

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