Having "permission issues" with the standard Dynamics 365 sales order approval "Flow"

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Posted on by Dave Boehm

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This is a Flow/Dynamics 365 for Financials and Operations Business Edition problem. I am using the Flow template entitled "Request approval for Dynamics 365 sales order".

I've chosen the proper company, etc. This template works perfectly in my own tenant. When I try to recreate the same process in one of my client's tenants, I'm getting an error message: "errorcode: application_dialogexception user accountant does not have the permission necessary to continue the item. clientrequestid".

Needless to say, I'm logged into my client's system with a user ID named "accountant". This is not the "External Accountant" license. "accountant" is actually a full user with "SUPER" rights within Dynamics 365 for Financials and Operations (Business Edition), and is also an Office 365 Admin.

Consequently, I have no idea why I am getting this "permissions" error, or how to fix it. I've posted this on the "Flow" community forum, as well.

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KC Lai 329 on at

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RE: Having "permission issues" with the standard Dynamics 365 sales order approval "Flow"

We upgraded from CRONUS from NAV to BC cloud lately. The upgrade would remove all user permission sets for the user, and auto assign INTELLIGENCE CLOUD permission set to the user.

We tested Power Automate for Purchase Order. it failed to proceed and show the same error message as above.

We tried remove INTELLIGENCE CLOUD and reassign original permissions given to users.

eg.

D365 BUS Premium, D365 read, Local, Super .

Power Automate worked with above permissions.

when i added back INTELLIGENCE CLOUD into the list, Power Automate failed again.
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BobSacamano 40 on at

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RE: Having "permission issues" with the standard Dynamics 365 sales order approval "Flow"

I finally found the answer here:

https://yzhums.com/8295/

You need to set the approving user as Approval ID in the Approval User Setup page. Let's say ADMIN is the user that should approve the workflow it needs to be entered as Approver ID for some other user.

This is completely illogical but solved the problem for me.
Anita75 1,159 on at

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RE: Having "permission issues" with the standard Dynamics 365 sales order approval "Flow"

Has anyone got a resolution for this error as I'm getting exactly the same error

Thanks
Community Member on at

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RE: Having "permission issues" with the standard Dynamics 365 sales order approval "Flow"

I've never had this problem, maybe I was just lucky, but these guys seem to have found an issue that could be with how the approvers are set up in BC approval setup: powerusers.microsoft.com/.../69777

But you're right, there appears to be no logic to that error whatsoever...

Tero
Theo Kersten 165 on at

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RE: Having "permission issues" with the standard Dynamics 365 sales order approval "Flow"

No, it is sending the email, and the approver user is able to hit Approved on the email. But then it runs in to this error.

The weird thing is that the error is on the initiating user (the user that requested the approval). It does not make any sense to me. Here is the screenshot of the code in Flow that generates the error:
Community Member on at

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RE: Having "permission issues" with the standard Dynamics 365 sales order approval "Flow"

Only thing I can think of is not being able to send the approval email. What do you have under the connections under Data? I seem to have outlook 365 and Mail, but I'm not sure if both are needed.

Tero
Theo Kersten 165 on at

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RE: Having "permission issues" with the standard Dynamics 365 sales order approval "Flow"

Thanks Tero.

I'm not using a Sandbox. And I'm trying to run the template for Purchase Order workflow, without any changes.

See below screenshots for details. The error message is:

ErrorCode: Application_DialogException User XYZ does not have the permission necessary to continue the item. CorrelationId: aa123456-6a86-48f7-88b5-8a123456789.
clientRequestId: a06123456-4260-4b25-94a2-123456789

My user has SUPER permissions, and is setup with Unlimited Purchase Approval limits.
Community Member on at

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RE: Having "permission issues" with the standard Dynamics 365 sales order approval "Flow"

Hi Theo,

What error are you receiving? We have the approval flow working fine against our Production environment, but what I had to discover the hard way, is that it will not work with any of the sandbox environments.

Tero
Theo Kersten 165 on at

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RE: Having "permission issues" with the standard Dynamics 365 sales order approval "Flow"

I'm still having the same permission error with Flow and D365BC purchase orders approvals.

Has anybody ever seen a solution or a work around perhaps? (and BC built in workflow is not a workaround for me, I need to have the approval process go through Flow)

Thanks, Theo
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Renato Fajdiga 1,851 on at

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RE: Having "permission issues" with the standard Dynamics 365 sales order approval "Flow"

Hi,

if you did not find solution for this, we found case in which approval of Sales Quote (same for purchase order and sales order) in D365 BC pass. You need to setup your user as approval user, and as well another user.

For example, we configured in Approval user setup following:

Admin approver megan, setup e-mail for admin, approval administrator

Megan approver admin, setup e-mail for megan, not approval administrator

Also we configured one workflow user group with both users.

After that workflow finished in success.

Br,

Renato.