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

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

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
>
>
>

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
>>
>>
>>