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Cannot change account owner when a custom entity is associated with the account RRS feed

  • Question

  • We have added customization to the existing opportunities area (done by an outside vendor), and added two new entities to track stream contracts and maintenance contracts (these are pretty basic - just capturing information about the contracts so we can set workflow rules on expirations and report on these).  Whenever one of these three entities is associated with an account - we cannot change the owner.  I get the following error:

    "Record is Unavailable.  The requested record was not found or you do not have sufficient permissions to view it."

    I have checked all permissions levels with security roles and changed the relationship type of behavior to "Configurable Cascading" and "Cascade Active" for the assign field based on a previous recommendation.

    If an account does not have one of these three entities assigned to - I can change owners without issue.  But if it has any one of the the three, then the error is received.

    Tuesday, August 7, 2012 2:15 PM

Answers

  • What is the ownership type of those custom entities? User/Team or organization.

    What happens if you set the cascading options to cascade none?

    • Proposed as answer by MayankAgrawal Tuesday, August 7, 2012 4:56 PM
    • Marked as answer by Wendi G Tuesday, August 7, 2012 5:22 PM
    Tuesday, August 7, 2012 3:48 PM

All replies

  • You should take a look at append rights on these entities

    Carsten Groth http://carstengroth.wordpress.com Microsoft Dynamics Certified Technology Specialist CRM Online 30 Tage kostenfrei testen – http://crm.dynamics.com/de-de/trial-overview

    Tuesday, August 7, 2012 2:17 PM
  • Hi Wendi,

    Please run CRM Trace and then retry. You should get the precise cause of failure in the trace.

    Thanks,

    Mayank

    Tuesday, August 7, 2012 2:29 PM
  • Check the Event log on application server after this error occurred, check if this log provides any more information regarding the same.

    I guess this is definitely looking like permission related issue where user does not have access to related to records..


    MayankP
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    Tuesday, August 7, 2012 2:48 PM
    Answerer
  • Thanks, Carsten.  We only use three roles in Dynamics - system admin, sales person and sales manager - all roles have oranganization level append rights for these on the custom entities tab in each of the security roles.  My user is system admin and cannot change the owners in these situations as well.
    Tuesday, August 7, 2012 3:00 PM
  • MayankP - regarding event log on the applicaiton server - We're using CRM 2011 in the cloud - is this still applicable? I'm not sure how to do this.
    • Edited by Wendi G Tuesday, August 7, 2012 3:05 PM
    Tuesday, August 7, 2012 3:03 PM
  • What is the ownership type of those custom entities? User/Team or organization.

    What happens if you set the cascading options to cascade none?

    • Proposed as answer by MayankAgrawal Tuesday, August 7, 2012 4:56 PM
    • Marked as answer by Wendi G Tuesday, August 7, 2012 5:22 PM
    Tuesday, August 7, 2012 3:48 PM
  • Ownership for opportunity/stream contracst is set to User or Team.  Ownership for Maintenance is set to organization.  I changed the cascading option to cascading none and it let me change the owner - I think that may be the solution!  Will test out a few others.
    Tuesday, August 7, 2012 3:59 PM
  • Thanks all for your help!
    Tuesday, August 7, 2012 5:22 PM
  • Ideally, the CRM platform should have ignored Assign cascading from a user owned entity to an organization owned entity. I haven't seen this happen with any of my work and haven't tried to replicate it. If you feel the behavior you saw shouldn't have happened, please submit this information as product feedback to Microsoft here.

    Regards,

    Mayank

    Tuesday, August 7, 2012 6:45 PM
  • Check the security role and see if "Append To" on your custom entity and "Append" on Account entity has been cheked. These security roles will manage the link between entities (target and source)

    Wednesday, August 8, 2012 3:10 AM