Permissions Required to create Business Units in CRM RRS feed

  • Question

  • I need to create a Custom role who would be responsible to create Child Business Units in their Own Business Unit only. what Security roles permissions are required. Please reply.

    Tuesday, October 2, 2012 9:07 AM

All replies

  • Create a new security role > Go into the Business Management tab > Give Create/Read/Write/Append/AppendTo privileges.

    Kids don't try this at home!

    Tuesday, October 2, 2012 9:33 AM
  • It does not work as it keeps on giving error Access denied for CRM object. even I tried giving Organization level permissions On BU

    Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=, Culture=neutral, PublicKeyToken=<-->]]: SecLib::AccessCheckEx failed. Returned hr = -2147187962, ObjectID: 86184857-731c-e211-8fcd-00155dc14a00, OwnerId: 00000000-0000-0000-0000-000000000000,  OwnerIdType: 8 and CallingUser: gh565b75-4843-e111-86c9-00155dc03109. ObjectTypeCode: 9, objectBusinessUnitId: 84187842-720c-e211-8fcd-00165dc14a00, AccessRights: ReadAccess Detail:
    <OrganizationServiceFault xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.microsoft.com/xrm/2011/Contracts">
      <ErrorDetails xmlns:d2p1="http://schemas.datacontract.org/2004/07/System.Collections.Generic" />
      <Message></Message>  <Timestamp>2012-10-02T09:26:35.8423572Z</Timestamp>
      <InnerFault i:nil="true" />
      <TraceText i:nil="true" />

    Tuesday, October 2, 2012 9:43 AM
  • That error says ObjectTypeCode: 9, which is the Team entity, it also says AccessRights: ReadAccess. Try giving read access to the Team entity on that security role.

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    Tuesday, October 2, 2012 9:47 AM
  • Role already have Business Unit level Read permission on Team entity

    Tuesday, October 2, 2012 9:49 AM
  • Have you tried giving all green until it allows you to create the business unit as expected then taking privileges away until you find the right balance?

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    Tuesday, October 2, 2012 9:51 AM
  • Yes I have tried giving all greens to Teams and Business Units. does it depend on some other object as well?
    Tuesday, October 2, 2012 9:54 AM
  • Hi, yes it does, when crm gives you the error see what the "ObjectTypeCode" is to find out which entity you need additional permissions in.

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    Tuesday, October 2, 2012 7:06 PM
  • Yes it depends upon queue entity as well. As it has to creare defuakt queues for teams

    Wednesday, October 10, 2012 7:48 AM