Can't send direct email after moving user to another business unit

Hello,
I have a user that used to belong to root business unit and now I moved him 
to another child BU, after doing so he is not able to send direct email to 
any object . once he tries to send direct email , the templates list is empty.
Any idea why. this problem is happening to most of the users if I moved any 
of them to lower BU.

Thanks in Advance.
-- 
Magi
0
Utf
10/4/2005 2:53:56 PM
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wonder if the descriptors have not updated properly for these users.


"Magui Said" <magi@discussions.microsoft.com> wrote in message 
news:69268580-6641-4BB8-8A20-200630C4302F@microsoft.com...
> Hello,
> I have a user that used to belong to root business unit and now I moved 
> him
> to another child BU, after doing so he is not able to send direct email to
> any object . once he tries to send direct email , the templates list is 
> empty.
> Any idea why. this problem is happening to most of the users if I moved 
> any
> of them to lower BU.
>
> Thanks in Advance.
> -- 
> Magi 


0
John
10/4/2005 5:32:44 PM
If you meant by descriptors the security roles for that user, he has a 
business unit access level to append for the activities and append to for the 
object he is trying to send to. and he is the owner of that object anyways. 
Does he need any more permissions??

Thanks for your reply
-- 
M@gi


"John O'Donnell" wrote:

> wonder if the descriptors have not updated properly for these users.
> 
> 
> "Magui Said" <magi@discussions.microsoft.com> wrote in message 
> news:69268580-6641-4BB8-8A20-200630C4302F@microsoft.com...
> > Hello,
> > I have a user that used to belong to root business unit and now I moved 
> > him
> > to another child BU, after doing so he is not able to send direct email to
> > any object . once he tries to send direct email , the templates list is 
> > empty.
> > Any idea why. this problem is happening to most of the users if I moved 
> > any
> > of them to lower BU.
> >
> > Thanks in Advance.
> > -- 
> > Magi 
> 
> 
> 
0
Utf
10/4/2005 5:53:02 PM
Found this in the knowledgebase - sounds like it matches your symptoms..

Dave


SYMPTOMS
When you use the Microsoft Business Solutions CRM Web client, you notice 
that some e-mail templates that used to be available are no longer 
available.

CAUSE
This problem occurs if changes have been made to a Microsoft CRM user 
account, to a security role, or to a business unit. This problem may also 
occur if changes have been made to the Viewable By field in Template 
Manager.


RESOLUTION
To resolve this behavior, follow these steps: 1. In Template Manager, make 
sure that the Viewable By field is set to Organization.

      Note Two Viewable By options are available: . The Organization option 
allows all Microsoft CRM users to see this e-mail template.
            . The Individual option allows only the user who created this 
e-mail template to see the template.
            a.  Start Microsoft CRM by using the Microsoft CRM System 
Administrator user account.

            Note This account is the one that is used to install Microsoft 
CRM or to install a Microsoft CRM user account that has the System 
Administrator security role.
            b.  Click Home, click Settings, click Template Manager, and then 
click E-Mail Templates.
            c.  In the View list, click All E-mail Templates.
            d.  Verify that the Viewable By field is set correctly for the 
e-mail templates that are not available to the Microsoft CRM user account.

            If the Viewable By field is set to Individual for an e-mail 
template, open the e-mail template, click Actions, and then click Make 
Template Available to Organization.

      2. Verify the role and business unit privileges that are assigned to a 
Microsoft CRM user account: a.  Start Microsoft CRM by using the Microsoft 
CRM System Administrator user account.
            b.  Click Home, click Settings, click Users, click All Users in 
the View list, double-click the user account that you want to verify, and 
then examine the Business Unit setting for the Microsoft CRM user account.
            c.  Click the Roles tab.

            Note Microsoft CRM security privileges are determined by the 
role and business unit that is assigned to the user account.
            d.  Double-click the role that is assigned to the user account.
            e.  Click the Core Records tab, and then examine the privileges 
for the E-mail Template record type.

            To see an e-mail template, you must have an organization Read 
privilege for the e-mail template record type if the following conditions 
are true: . The Microsoft CRM user account is assigned to a child business 
unit.
                  . The e-mail template was originally created by a user who 
is assigned to the root business unit.




"Magui Said" <magi@discussions.microsoft.com> wrote in message 
news:91CCBDCD-0153-4D5E-AE4A-B1958A4B620D@microsoft.com...
> If you meant by descriptors the security roles for that user, he has a
> business unit access level to append for the activities and append to for 
> the
> object he is trying to send to. and he is the owner of that object 
> anyways.
> Does he need any more permissions??
>
> Thanks for your reply
> -- 
> M@gi
>
>
> "John O'Donnell" wrote:
>
>> wonder if the descriptors have not updated properly for these users.
>>
>>
>> "Magui Said" <magi@discussions.microsoft.com> wrote in message
>> news:69268580-6641-4BB8-8A20-200630C4302F@microsoft.com...
>> > Hello,
>> > I have a user that used to belong to root business unit and now I moved
>> > him
>> > to another child BU, after doing so he is not able to send direct email 
>> > to
>> > any object . once he tries to send direct email , the templates list is
>> > empty.
>> > Any idea why. this problem is happening to most of the users if I moved
>> > any
>> > of them to lower BU.
>> >
>> > Thanks in Advance.
>> > -- 
>> > Magi
>>
>>
>> 


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0
Dave
10/7/2005 1:29:23 AM
Reply:

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