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    We are using CRM 2013 on prem. I added a re seller user who I've given limited permissions to. They can create leads, opportunities and contacts without issue. When they try to create a quote from opportunity products entered they get a permissions error. They are using web access only (no Outlook). How can I track down what permission is missing?

    Wednesday, April 13, 2016 4:33 PM

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    Hi


    You might as well want to add Read, Append, AppendTo permission on Opportunity products. (Mostly there are lot of additonal permissions except the entities you are using, that you need to assign users).

    When they get permission issue, do you see a "Download Log" button on the error alert window.

    In the error log, mostly you get to know what privileges user is missing.

    If its not visible here, you can refer to Trace Logs of CRM on the server.

    You will see something of this sort in Trace Logs. Principal user (Id=GUID, type = 8) is missing prvRead[entity name] privilege (Id=GUID)

    Thursday, April 14, 2016 8:16 AM
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    I've looked in all of  the security role tabs and I found opportunity relationship (core records), opportunity (core records). Can't find opportunity records in any of the tabs.

    Since I'm using the web access, I don't have an option that I see to download a log, it just gives the permissions message at the bottom near the save icon.

    Thursday, April 14, 2016 6:03 PM
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    Please make sure you have the Opportunity found in Core Records tab and Quote in the SAles privileges set as shown in the screenshot below.

    If you have the default security roles that get shipped along with the product like the SAles Person security role. You might want to assign the Sales person role and check if that helps. If that works you can then compare your security role settings with one in the default sales person role.

    HTH

    Sam

    Dynamics CRM MVP | Inogic | http://inogic.blogspot.com| news at inogic dot com

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

    • Proposed as answer by Sam-Inogic Friday, April 15, 2016 4:16 AM
    Friday, April 15, 2016 4:16 AM