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Error when trying to qualify a lead

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Posted on by Jason Fleming

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Hi Guys,

Some of my users have started to see a new error when they try to qualify a lead to an opportunity.

I have seen this error before and these users didnt have this error appear before either, or not to my knowledge.

This is what they are seeing:

You do not have {0} permission to access {1} records. Contact your Microsoft Dynamics 365 administrator for help.Hide error detailsLearn more

Contact your Dynamic 365 administrator with below details to get help on the error.

Retrieving Lead Information

Validating Business Process Flow

Creating Account

Creating Contact

Creating Opportunity

Updating Lead StatusCode

Updating Account Information

Copying Lead Connections

Copying Competitor Information

How do i go about fixing this?

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Verified answer

Mahendar Pal 45,095 on at

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Hi,

It seems they are missing permission on some entity, I will suggest you to look for the browser logs, you can click F12 and under the developer tools you can check on the console tab, you may be more entity specific details there or you can try to use fiddler to get more details.

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Verified answer

Amit Katariya007 10,409 Super User 2025 Season 2 on at

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Hello Jason,

When qualifying the lead, user does not only need Lead entity Permission but also it requires some Contact and Account entity permissions.

When user does not have minimal Privilege's then Qualify Functionality will not work for the user.

Please refer Below Article, Where it is mentioned about the Lead Visibility and what minimum Privilege's user need for qualify a lead.

docs.microsoft.com/.../ts-leads

Thank You,

Amit katariya

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Jason Fleming 288 on at

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Hi Amit,

This is an interesting one. So it turns out to be related to the SharePoint document location.

This is a feature that I turned on recently, however, I removed the Document Location element from the roles so i could continue with my testing, etc. The entities I turned this on for were Accounts, Opportunities, Quotes, and a few others.

So when it came to qualifying the lead, an error appeared as the user did not have the access to the document location that would be available within the Opportunity entity.

Ive turned this on now again on the various roles and it seems to be working, will continue testing though.

Thanks for the input.

Regards

Jason

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Suggested answer

Amit Katariya007 10,409 Super User 2025 Season 2 on at

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Hello Jason,

Happy to help you buddy !!

Thank you,

Amit Katariya

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