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Customer experience | Sales, Customer Insights,...
Suggested Answer

Allowing Sales Manager Security Role Permission to Assign Accounts

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In Dynamics 365 CRM, I've given the Sales Manager security role the Organization level access to Account, Lead, Opportunity, and Contact. However, the sales manager is still not able to Reassign accounts. What am I missing?
 
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  • Suggested answer
    Tom_Gioielli Profile Picture
    2,927 Super User 2025 Season 2 on at
    There could be a few things happening.
     
    • The "Assign" privilege is a separate setting than edit, create, delete. Make sure that the Assign privilege is properly set on the role.
    • You could have cascading rules for child records of the Account (like Opportunity, Quote, Case, etc.). When reassigning an Account, the system may be trying to cascade that assign action down to child records for which the role does not give assign permissions.
     
    Do they have the Assign button on the Account form at all? If they do and an error is occurring after performing the action, then it would indicate the problem being with the cascading rules. Any error message should state the name of the table where permissions are missing.
     
     
    If this response helped, please consider marking as verified so future users can see the resolution. If you have additional questions or problems, please tag me in the response so I receive a notification.

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