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Our users would like to edit some fields on the quote form while the quote is Active without having to create a new revision.
I created a BR that unlock these fields with Scope All forms. The BR works well and make the fields editable. However if the user has a role different to the System Administrator role, the fields are un-locked, meaning the user can edit the values, but he can not save the changes. However if the user is a Sys Administrator, he can save the changes. So the problem is in saving the changes while the quote is Active. A system administrator can save the changes while a different role cannot. Does anyone know why?
The end-user security role have create and write access to the quote entity.
This is by design.
To comply with GDPR, we’ve made it possible to edit read-only records in Dynamics 365 for Sales.
However, only the system administrator is allowed to update read-only records, and other users are not allowed to do so.
Please refer to this official document about Dynamics 365 for Sales and GDPR:
This document is out of date, and this sentence is wrong - "In case of quotes, both, a system administrator and a user, can export read-only records and import the updated records back into the system."
After testing, only a system administrator can update read-only quotes, users can't. I will report this outdated documentation error to Microsoft.
So if users wants to update the active quote, then they have to revise it.
do you have any field security setup, it sounds like that is the case?https://crmbook.powerobjects.com/system-administration/business-administration/field-security-profiles/
No, these are two custom fields and I haven't enabled field security on them.
This official document has been updated:
Microsoft has confirmed that only system administrator is allowed to update read-only quotes.
If my answer is helpful, click Yes to mark it as verified.
This will help other users quickly find to this theme.
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