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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Mustufa Shehreyar 1,070 on at

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@David: Can you check if the user that has a super role has a company specified for that SUPER role or not? if not then you can try specifying the company on that role line. I'm not certain that it will solve your issue but I was facing a similar problem on a couple of occasions and specifying the company on the role did the trick!

Also can you check the build version for both environments are same or not?

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Dave Boehm 645 on at

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Thanks for the suggestions, Mustufa.

"Accountant" has always had "SUPER" permission without a specified company. So following your suggestion, I went back and also gave "Accountant" "SUPER" Permission in the particular company within which I am working. Still no luck.

Oddly enough, my company's tenant (where the flow works) is on Build 19573. My client's build is Build 19837. Either Microsoft isn't numbering builds sequentially (which I doubt) or they may have broken something in the newer build. Of course this might just be coincidental, as well.

For whom it may concern, here is the error message: ErrorCode: Application_DialogException User ACCOUNTANT does not have the permission necessary to continue the item. clientRequestId: af58011e-c314-40bf-ab6a-83f5815bd453

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Dave Boehm 645 on at

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Actually I settled for doing it via a workflow within D365 BC. I'm still intrigued by using "Flow" to accomplish this sort of thing, though. Flow offers so many more possibilities when you consider the world outside of D365 BC (e.g. Azure, PowerApps, Iot, etc.). Flow is far more universal.

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Mustufa Shehreyar 1,070 on at

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@Alfredo: Try using standard workflow templates, they are easy to setup and use.

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Hi David,

Did you end up getting an answer to this?

Thanks

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Dave Boehm 645 on at

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I just stuck with the Workflows for now. Flow is rapidly evolving. I'm currently doing a new setup where the client will need flows. I'll re-visit it at that point.

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I am also experiencing this issue. Has anyone found a solution?

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Renato Fajdiga 1,853 on at

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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.

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Theo Kersten 165 on at

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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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