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Getting error while assigning task to team

Answered Getting error while assigning task to team

  • Friday, June 22, 2012 6:19 AM
     
     
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    Hi,

    I am working on Campaign creation on CRM. I have created two capmaigns like C1 and C2..

    While i am assigning task to teams ,i am getting below mentioned error message.

    "The Selected team does not have sufficient privileges for this action. Assign a security role with the required privileges to this team, and then try again."

    What is the exact problem ?

    Please someone help...!!!

     

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  • Friday, June 22, 2012 6:38 AM
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    Hi,

    you need to make sure you team have proper security roles assigned, to get more error details you could check event viewer and enable trace in MS CRM.

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  • Friday, June 22, 2012 6:39 AM
     
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    HI Milan Hingu,

                    You need to go to settings/Administration/Teams and assign a security Role to the team like for example the Marketing Professional Role as follows

    Regards,
    Damian Sinay

     
  • Friday, June 22, 2012 7:08 AM
     
     
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    Hello ,

    I want more information on this.

    (1). If a user having system administration rights logged into crm and if he creates teams and want to assign a task

    then can he able to do that ? Or he will have to rights as Marketing Professionals as dsinay has shown in his image. ?

    (2). If a user as Marketing Professional logged into crm and if he creates such scenarion (creates teams and assign task to them) then will he get this type of error as a user of Marketing Professional or he can do that ? 

     
  • Friday, June 22, 2012 7:12 AM
     
     
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    Hello ,

    I want information on this.

    (1). If a user having system administration rights logged into crm and if he creates teams and want to assign a task

    then can he able to do that ? Or he will have to rights as Marketing Professionals ?

    (2). If a user as Marketing Professional logged into crm and if he creates such scenarion (creates teams and assign task to them) then will he get error as a user of Marketing Professional or he can do that ? 


     
  • Friday, June 22, 2012 7:28 AM
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    Dear Milan,

    1. Please don't create duplicated threads.

    2. Answers:

    (1) - user with admin rights will be able to assign task to team. Requirement for team is team should have role (or roles) which allows to have an access to tasks.

    (2) - user with Marketing professional privileges will have possibilities that are limited with this security role. I believe that based on role he (or she) will have rights to create and assign tasks to other users or teams.

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  • Friday, June 22, 2012 7:57 AM
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    Hi Milan,

    Check this post http://andrewbschultz.com/2011/06/17/the-architecture-of-team-security-in-crm-2011/

    it will help you to understand team security

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  • Friday, June 22, 2012 1:34 PM
     
     
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    Hi Milan,

    Check the privilege for that team. The Team you are assigning a record should have system administrator privilege or atleast its privilege should be greater than Assigning User's privilege. (i.e), If the Assigning User privilege is System Customizer, team privilege is to be an System Administrator.

    Naren