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Error Closing Opportunity as Won. User needs ReadQuote RRS feed

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    Hi,

    We are running Dynamics CRM 2016 On Premise. Our users are receiving the following error when trying to close a opportunity as won, "Principal user (Id=126b7636-2719-e611-80f4-0050569e0ec4, type=8) is missing prvReadQuote privilege (Id=00a8d04e-ede7-4884-ae18-09c6e55344ca). We are NOT using the quotes functionality so I was wondering if there was a setting I could turn off so that it does not check for quotes when closing the opportunity. I would rather not add Read quote permissions to their role as this is a section of the application we are not using.

    Thank you for reading

    Regards,
    Kyle


    • Edited by koconno2350 Wednesday, May 18, 2016 7:55 PM
    Wednesday, May 18, 2016 7:54 PM

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    You may have to give the read privilege to the Quote entity anyway.  I have even seen some instances where I had to give privileges to the service calendar to perform a task that didn't appear to interact with the service calendar.  I think it is just the way the query is designed when the user security role is analyzed.

    Jason Peterson

    Wednesday, May 18, 2016 9:21 PM
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    This is the OOB functionality in CRM. It because as when we close an opportunity as Won/Lost it closes all its quotes associated with the parent opportunity and as the user does not have read privilege for quote entity, it gives this error. So for this you would need to assign the Read privilege for the security role assigned to the user for whom you are getting this error, even though you are not using the Quote entity.

    Thanks,

    Sam

    Inogic | Blog | news@inogic.com

    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

    Monday, May 23, 2016 3:58 AM