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I don't understand why the users of one business unit with the security role Sales Manager can't qualify leads...
The security roles of this business unit are inherited from an other business unit. And the security role Sales Manager of this business unit lets users qualify leads...
Could you help me on this point?
Thank you for your query.
When you say users cant Qualify leads, they do not see Qualify button or they get an error?
Thanks for your answer!
They see the button, but they get this error message:
You do not have enough privileges to access the Microsoft Dynamics 365 object or perform the requested operation. For more information, contact your Microsoft Dynamics 365 administrator.
Please confirm if the roles of the lead owner user have right acess to:
Account Entity Privileges Required: Read, Create, Append, Append To
Lead Entity Privileges Requires: Read, Edit, Create, Append, Append To
Contact Privileges Required: Read, Create, Append, Append To
Opportunity Privileges Required : Read, Create, Append, Append To
Yes, the lead owner has all these access rights through his security role
confirm if the roles have privileges for entitie connections - in core records - connections - read
Confirm the version of your system
We can find missing privileges with Browser Developer Tools (F12).
Please refer to this blog to konw the details: https://community.dynamics.com/crm/b/crminthefield/posts/model-driven-power-apps-and-permission-issues
Thanks for your help! I finally merge user's business unit, because having multiple business unit in CRM was meaningless for our organization, and this solved my problem.
Glad it was resolved.
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