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    Hi,

    I created a new role and gave create,read,write permission to it on lead. I assigned this role to a user. When i try to create a new lead it is give me error insufficent permissions contact system administrator. I am in crm 2011. I am getting this when i use custom security role. When i am using default role it is working. What should be done to acheive this.

    Regards,

    Kishan.


    • Edited by kishanraj Thursday, September 29, 2011 5:28 AM
    Thursday, September 29, 2011 5:25 AM

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    Did you create a role from scratch?

    If yes, then thats the problem. There are some system privileges that can’t be set when you create a new security role from scratch. The recommendation is to create a copy of the existing role and then make changes to it.

    Open the role and action menu choose “copy role”.

    I hope this helps.

     

    Amreek singh Senior CRM Consultant CDC Praxa Sydney,Australia http://mscrmshop.blogspot.com/
    • Proposed as answer by Amreek Singh Thursday, September 29, 2011 5:46 AM
    • Marked as answer by Donna EdwardsMVP Wednesday, October 19, 2011 1:57 AM
    Thursday, September 29, 2011 5:46 AM
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    Hi,

    I followed your advice and copied the role. It is working

     

    Friday, September 30, 2011 12:39 PM

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    Did you create a role from scratch?

    If yes, then thats the problem. There are some system privileges that can’t be set when you create a new security role from scratch. The recommendation is to create a copy of the existing role and then make changes to it.

    Open the role and action menu choose “copy role”.

    I hope this helps.

     

    Amreek singh Senior CRM Consultant CDC Praxa Sydney,Australia http://mscrmshop.blogspot.com/
    • Proposed as answer by Amreek Singh Thursday, September 29, 2011 5:46 AM
    • Marked as answer by Donna EdwardsMVP Wednesday, October 19, 2011 1:57 AM
    Thursday, September 29, 2011 5:46 AM
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    Hi Amreek,

    That got solved for me and now one more security problem i get. I created lead. When i try to qualify it i got error security permissions are not set contact system administrator. Now i got the above mentioned problem when i try to create Account, Contact and Opportunity from lead. So i am not able to qualify lead.


    • Edited by kishanraj Thursday, September 29, 2011 5:56 AM
    Thursday, September 29, 2011 5:49 AM
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    The user should have permission on all those entities (lead,contact,account,opportunity)  create, read write append , append to etc.

     

    I hope this helps.

    Amreek singh Senior CRM Consultant CDC Praxa Sydney,Australia http://mscrmshop.blogspot.com/
    • Proposed as answer by Amreek Singh Thursday, September 29, 2011 6:29 AM
    Thursday, September 29, 2011 6:29 AM
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    I have permissions for all the entities. On my server OS expired. Does it depend for this error.
    Thursday, September 29, 2011 6:34 AM
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    No it has nothing to with that.

    Can I ask you did you follow the advice in my first blog. Create a copy of existing role and then make changes?

    If not please try that.

    Amreek singh Senior CRM Consultant CDC Praxa Sydney,Australia http://mscrmshop.blogspot.com/
    Thursday, September 29, 2011 11:15 AM
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    Hi Kishan, when you get the error there should be a "Download Log" button. If you click on that it will give you engouh information to find out exactly which is the privilege that you are missing. You can paste the log here if you need help. If you don;t see that button you can use CRM server traces to gather the same information.

    Gonzalo | gonzaloruizcrm.blogspot.com

    Thursday, September 29, 2011 12:53 PM
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    Here is the list of permissions you need.

    http://msdn.microsoft.com/en-us/library/microsoft.crm.sdk.messages.qualifyleadrequest.aspx

    I hope this helps.

    Amreek singh Senior CRM Consultant CDC Praxa Sydney,Australia http://mscrmshop.blogspot.com/
    • Proposed as answer by Amreek Singh Thursday, September 29, 2011 11:52 PM
    Thursday, September 29, 2011 11:52 PM
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    Hi,

    I followed your advice and copied the role. It is working

     

    Friday, September 30, 2011 12:39 PM
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    Can you mark this post as answered? Thanks
    Amreek singh Senior CRM Consultant CDC Praxa Sydney,Australia http://mscrmshop.blogspot.com/
    Friday, September 30, 2011 1:19 PM