You cannot send an e-mail message from another user account when you use the "Send Direct E-mail" functionality in Microsoft Dynamics CRM 3.0

This article has been archived. It is offered "as is" and will no longer be updated.
The hotfix that is discussed in this article is not available for the Chinese version of Microsoft Dynamics CRM or for the Japanese version of Microsoft Dynamics CRM.
SYMPTOMS
Consider the following scenario in Microsoft Dynamics CRM 3.0:
  • You have the "Send E-mail as Another User" permission.
  • You use the "Send Direct E-mail" functionality to send an e-mail message to an account, to a contact, or to a lead.
  • You select another user account from which to send the e-mail message. To do this, you click User or Queue to open the Look Up Records dialog box.
In this scenario, you find that no account other than your account appears in the Look Up Records dialog box. Therefore, you cannot send an e-mail message from another user account.

This problem occurs only when you use the "Send Direct E-mail" functionality. You can still send an e-mail message from another user account if you double-click to open the account, the contact, or the lead form, you click Send E-mail, and then you click the From field.
RESOLUTION
This problem is fixed in Microsoft Dynamics CRM 3.0 Update Rollup 2. For more information, click the following article number to view the article in the Microsoft Knowledge Base:
927751 Update Rollup 2 is available for Microsoft Dynamics CRM 3.0
This problem is fixed in Update Rollup 1 for Microsoft Dynamics CRM 3.0 Professional Edition for Service Providers. For more information, click the following article number to view the article in the Microsoft Knowledge Base:
935731 Update Rollup 1 for Microsoft Dynamics CRM 3.0 Professional Edition for Service Providers is available
STATUS
Microsoft has confirmed that this is a problem in the Microsoft products that are listed in the "Applies to" section.This problem was corrected in Microsoft Dynamics CRM 3.0 Update Rollup 2 and in Update Rollup 1 for Microsoft Dynamics CRM 3.0 Professional Edition for Service Providers.
MORE INFORMATION
For more information about the terminology that is used to describe Microsoft software updates, click the following article numbers to view the articles in the Microsoft Knowledge Base:
824684 Description of the standard terminology that is used to describe Microsoft software updates
887283 Microsoft Business Solutions CRM software hotfix and update package naming standards
Properties

Article ID: 920815 - Last Review: 01/16/2015 01:56:48 - Revision: 3.1

  • Microsoft CRM 3.0
  • Microsoft Dynamics CRM 3.0 Professional Edition for Service Providers
  • kbnosurvey kbarchive kbhotfixserver kbqfe kbmbsmigrate KB920815
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