Hello Mick,
This error typically indicates that the user attempting to qualify the lead lacks the necessary permissions to perform the underlying actions. While you've mentioned checking access rights, it's worth delving deeper into specific entity permissions.
Entities Involved in Lead Qualification
When qualifying a lead, Dynamics 365 Sales involves several entities
- Lead
- Account
- Contact
- Opportunity
Potential Permission Issues
Lead Entity
- Ensure the user has "Create" and "Append To" privileges for the Lead entity.
Account Entity
- Ensure the user has "Create" and "Append To" privileges for the Account entity.
- If the lead is being qualified to an existing account, ensure the user has "Read" and "Write" privileges for the Account entity.
Contact Entity
- Ensure the user has "Create" and "Append To" privileges for the Contact entity.
- If the lead is being qualified to an existing contact, ensure the user has "Read" and "Write" privileges for the Contact entity.
Opportunity Entity
- Ensure the user has "Create" and "Append To" privileges for the Opportunity entity.
Additional Considerations
Workflows and Business Rules
- Check if any workflows or business rules are interfering with the lead qualification process. Temporarily disable them to isolate the issue.
Plugin Interference
- If custom plugins are installed, they could be causing unexpected behaviour. Consider disabling them temporarily to see if it resolves the issue.
System Administrator Role
- Ensure that the user has the necessary privileges assigned to their security role. The System Administrator role typically has all the required permissions.
Troubleshooting Steps:
Check User Permissions
- Use the Security Role Checker tool to verify the user's permissions.
- Add missing privileges as needed.
Test with Different Users
- Try qualifying leads with different user accounts to see if the issue is specific to a particular user or security role.
Review System Customization
- Check for any custom workflows, plugins, or JavaScript that might be interfering with the lead qualification process.
Clear Browser Cache and Cookies
- Sometimes, browser cache and cookies can cause unexpected issues. Try clearing your browser's cache and cookies and then try qualifying the lead again.
Contact Microsoft Support
- If the issue persists, consider contacting Microsoft support for further assistance. They can provide more specific troubleshooting steps and may be able to identify any underlying system issues.
If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
If you have further questions, please feel free to contact me.
My response was crafted with AI assistance and tailored to provide detailed and actionable guidance for your Microsoft Dynamics query.
Best Regards,
Daivat Vartak
