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change case status privileges...how to ??

Question
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Hi all,
What are the activity record privileges that must be given to user in order to allow him to change case status
thanks in advance :)
Thursday, October 21, 2010 8:54 AM
Answers
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Interesting question!
In order to close a case, Dynamics CRM 4.0 creates ‘Case Resolution’ activity. So I would expect that the minimum required to close a case would be (assuming that the user owns the case they are closing)
Case:- Read (User) – So the user can read the case they want to close
- Write (User) – So the user can update the status of the case being closed.
- Append To (User) – So the user can set the ‘Case Resolution’ activity to be regarding the case.
Activity:
- Create (User) – So the user can create the ‘Case Resolution’ activity
- Read (User) – So the user can read the created activity
- Write (User) - So the activity can be marked as completed
- Append (User) – So the user can set the ‘Case Resolution’ activity to be regarding the case.
Anyone care to add to these?!
Scott
- Marked as answer by Mostafa Moatassem Thursday, October 21, 2010 5:21 PM
Thursday, October 21, 2010 9:50 AMAnswerer
All replies
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Hi all,
What are the activity record privileges that must be given to user in order to allow him to change case status
thanks in advance :)
- Merged by DavidJennawayMVP, Moderator Thursday, October 21, 2010 2:31 PM Duplicate thread. Please only post the question in one forum
Thursday, October 21, 2010 8:45 AM -
Interesting question!
In order to close a case, Dynamics CRM 4.0 creates ‘Case Resolution’ activity. So I would expect that the minimum required to close a case would be (assuming that the user owns the case they are closing)
Case:- Read (User) – So the user can read the case they want to close
- Write (User) – So the user can update the status of the case being closed.
- Append To (User) – So the user can set the ‘Case Resolution’ activity to be regarding the case.
Activity:
- Create (User) – So the user can create the ‘Case Resolution’ activity
- Read (User) – So the user can read the created activity
- Write (User) - So the activity can be marked as completed
- Append (User) – So the user can set the ‘Case Resolution’ activity to be regarding the case.
Anyone care to add to these?!
Scott
- Marked as answer by Mostafa Moatassem Thursday, October 21, 2010 5:21 PM
Thursday, October 21, 2010 9:50 AMAnswerer -
You would need "write" access to incident(case) entity. I am not sure why do you need activity record privileges? Is there any workflow or plug-in firing on change status of Case?
Jai Ho CRM http://mscrmkb.blogspot.com Skype - amol.gholap "
Mark as answer if a post has answered the question;Thursday, October 21, 2010 10:00 AM -
Resolving a case (one of the status changes) involves creation of a Case Resolution activity. So, a user needs Create and Read privileges on Activities to be able to change the status of a case
Microsoft CRM MVP - http://mscrmuk.blogspot.com http://www.excitation.co.uk- Proposed as answer by VinothBalasubramanian Thursday, October 21, 2010 1:29 PM
Thursday, October 21, 2010 1:24 PMModerator -
And Append/Append To on the respective entities I would have thought - see my previous post above.Thursday, October 21, 2010 3:47 PMAnswerer