Close Activity from Timeline

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Posted on by Kostas K

Hi to all,

Users can't close activities from checkbox at timeline. Is there an extra setting/or role to be able to do this? Me as an admin can close activities from this checkbox.

Categories:

Activities

Customization / Solutions / SDK and API

Dynamics 365 Administration

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Pradeep Rai 5,490 Super User on at

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RE: Close Activity from Timeline

Can please check any custom logic you have on task like workflow, script etc?

May be any custom logic restricting the action
Kostas K 19 on at

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RE: Close Activity from Timeline

Hi,

I tried the approach you mentioned and there is nothing on Network tab for this error. Yes, it works with admin role, the popup window appears on users with the custom role posted above.
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Bipin D365 28,960 Super User on at

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RE: Close Activity from Timeline

Hi,

Does it work when you use system admin role ??

If yes, then try to open the developer tool on your browser and perform the same operation with custom role and check Network tab for the exact error
Kostas K 19 on at

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RE: Close Activity from Timeline

User have a custom role. A screenshot above with the access level:
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Pradeep Rai 5,490 Super User on at

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RE: Close Activity from Timeline

Which security roles user have ? like salesperson, sales manager and What is update and read access level?
Kostas K 19 on at

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RE: Close Activity from Timeline

Users can close activities from activity form, but we want them to be able to close it from the checkbox in timeline also.
Pradeep Rai 5,490 Super User on at

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RE: Close Activity from Timeline

Hi,

can you please check activity entity access for the user?