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Qualifying Leads RRS feed

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    Hello,

    What are the minimum permissions needed in order for users assigned to the salesperson role to qualify leads into Contacts, Opportunities and Accounts?

    Nat B.

    Wednesday, July 20, 2011 2:05 PM

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    Hi,

    The minum permissions required for Lead Qualification are:

    If use is alllowed only to Qualify his Leads then all below provieleges should be User level and if allowed to convert his/her Business Unit level then privileges level should be Business Unit and If Organization then should be Organization level.

    Account Entity Privileges Required: Read, Create, Append, Append To

    Lead Entity Privleges Requires: Read, Edit, Create, Append, Append To

    Contact Privileges Required: Read, Create, Append, Append To

    Opperunity Privlege Required : Read, Create, Append, Append To

    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    Wednesday, July 20, 2011 2:14 PM
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    Hello,

    We have all of those enabled on a user level (with the exception of lead-read - that is on a business unit level for duplicate detection purposes) and our users are getting a notification that they do not have the sufficient permission to qualify the leads.  Are there any other permissions that may be blocking this?

    Nat B. 

    Wednesday, July 20, 2011 3:36 PM
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    Hi,

    You must need to grant Lead edit prvileges or else system would be unable to change Lead status and also make sure that there is not plugin running on Lead Qualification or Edit event. Try also enable tracing and also make sure that in Lead -> Contact, Opporunity, Account there is no any other entity lookup lookup defined.

    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    Wednesday, July 20, 2011 5:42 PM
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    Maybe this will help you get upto speed realtime? http://www.dynamicscrmtrickbag.com/2011/07/20/dynamics-crm-2011-security-roles/
    CRM Community Guru and Saxophonist

    CRM Team Blog

    • Marked as answer by Jim Glass Jr Monday, July 25, 2011 8:32 PM
    Wednesday, July 20, 2011 5:44 PM
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    Hi Jim,

    Thanks for your reply.  The permissions for all four entities (lead, contact, account and opportunity) set to the user level for create, read, write, delete, apend, apend to, assign and share.  Can you tell me where to look for a plug in running on the lead qualification or edit event?  Also, where do I enable tracing?

    I should mention that those users set with administrator or manager permissions have no trouble qualifying leads.  It's just the salesperson role which was customized. I'm just not sure what was changed that took away the ability. 

    Nat B.

     

     

     

    Wednesday, July 20, 2011 6:19 PM
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    Hello,

    Figured this out - our sales people needed read access to Attribute Map, Customizations, Entity and Entity Map on the Customizations tab in the security role in order to successfully qualify a lead.

    Nat B.

    • Marked as answer by Jim Glass Jr Monday, July 25, 2011 8:31 PM
    Monday, July 25, 2011 8:00 PM