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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / CRM 2016 On-Premise: P...
Microsoft Dynamics CRM (Archived)

CRM 2016 On-Premise: Permissions to disqualify leads

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Posted on by maurice.renz 202

Hello everyone,

I need to adjust our sales security role, that it's able to disqualify leads. I'm not able to find out, which security permissions are needed to do that. Could you help me with that? 


Thank you very much and best regards

Maurice Renz

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  • Suggested answer
    Ben Thompson Profile Picture
    Ben Thompson 6,350 on at

    There is nothing special about Disqualifying leads it just changes the status and status reason to the chosen value so any user who can update a lead record should be able to disqualify it.

    If a user cannot disqualify a lead you need to check if there are any plugins or workflows that are running when the lead is disqualified and see what they do.

  • FabioG Profile Picture
    FabioG 130 on at

    Have you look at this thread?

    community.dynamics.com/.../237171

    it's not the response to your answer but have similar problem (reverse to yours)

  • Igor Momo Profile Picture
    Igor Momo 5 on at

    Set permissions  

    Core Records > Posts

    Core records > Queue

    Core records> Relationship Role

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