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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Quote Permission Lost
Microsoft Dynamics CRM (Archived)

Quote Permission Lost

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Posted on by Community Member

Hello,

I have a user who suddenly cannot open quote records he has created. He receives the following message saying the record is unavailable or you do not have sufficient permissions to view it. We haven't changed user permissions.

I had him send me a copy of the error log file. The log file says that the Opportunity record does not exist?

Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=7.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: System.Web.HttpUnhandledException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #38C555A5Detail:
<OrganizationServiceFault xmlns:i="www.w3.org/.../XMLSchema-instance" xmlns="schemas.microsoft.com/.../Contracts">
<ErrorCode>-2147220970</ErrorCode>
<ErrorDetails xmlns:d2p1="schemas.datacontract.org/.../System.Collections.Generic" />
<Message>System.Web.HttpUnhandledException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #38C555A5</Message>
<Timestamp>2015-09-22T18:11:03.1878983Z</Timestamp>
<InnerFault>
<ErrorCode>-2147220969</ErrorCode>
<ErrorDetails xmlns:d3p1="schemas.datacontract.org/.../System.Collections.Generic" />
<Message>opportunity With Id = 52b92b13-4f61-e511-80df-3863bb2ef238 Does Not Exist</Message>
<Timestamp>2015-09-22T18:11:03.1878983Z</Timestamp>
<InnerFault i:nil="true" />
<TraceText i:nil="true" />
</InnerFault>
<TraceText i:nil="true" />
</OrganizationServiceFault>

This sales person is the only person experiencing this issue. Any ideas on how to fix?

Thanks so much,

David Pfiester

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Sean Michel Profile Picture
    Sean Michel 340 on at

    Hi David,

    Are you able to see the record yourself after the User creates it (using Advanced Find to query for createdBy "Enter User Name Here", or even Quick Search)? If so, can you view who the Owner of the record is?

    If you can see the record, and it is assigned to a different User/Team, I'd suggest looking at any Business Rules/Workflows/JavaScript/Plugin that may assign the record automatically, and troubleshooting from there.

    If you cannot see any records created by this User, you'll want to look at his security roles right away, and let us know what permissions he has to the entity in question.

    Further - please check the Forms available on the entity in question, are Role Based forms enabled? Does this User's security roles have access to any Form for the entity?

    Thanks!

  • Community Member Profile Picture
    Community Member on at

    Hi Sean,

    I can see the record using advanced find. What's weird is the user created the quote record yesterday without issues. No permissions, processes or business rules have been updated nor java code. Workflows are unchanged as well. Thanks for your input.

    David

  • Sean Michel Profile Picture
    Sean Michel 340 on at

    Hi David,

    Who is listed as the owner of the record?

    Thanks!

  • Community Member Profile Picture
    Community Member on at

    Hi Shawn,

    The owner of the quote and the opportunity is the user trying to access them. He can access the opportunity, but not the quote records.

    Thanks,

    David

  • Verified answer
    Sean Michel Profile Picture
    Sean Michel 340 on at

    Hi David,

    If the User is the owner of both the Quote and Opportunity, and you yourself (assuming you are Sys Admin?) can see and open both records, it seems to be indicative of a permissions issue.

    The first thing I'd check is the User's roles and Teams, what roles does the User have? Then check the User's permissions to Quote.

    If you see that the User has at least User level Read permissions to the Quote record, have the User try to query for Quotes in the system (just all Quotes will do fine), and see what returns.

    If no records show up for the User, and you have verified that the User has a security role that should grant him access to Quotes, I'd suggest creating a new security role that elevates permissions only to Quotes (to User level, or whatever you'd like), and grant it to the User. Have the User try again once you've granted this new role.

    Else, if a number of records show up in the Advanced Find, have him try to open them (preferably a different record than the one he created the other day).

    If he cannot open any Quote record that he is the Owner of, or that he can see in an Advanced Find for Quotes, then I'd try what I mentioned above here as well. Create a new security role that grants permission to Quotes, assign, test.

    Please have the User try in multiple browsers as well.

    If all of the above tests fail and the User can query and return Quote records, but gets the error message you've posted each time he tries to Open said Quote record, you may need to Contact Microsoft and open a support ticket.

  • Community Member Profile Picture
    Community Member on at

    Hi Sean,

    I had the user run Dynamics in a different browser (Chrome) and he had no issues opening his quote records. Since he was experiencing the access issue in Internet Explorer  I cleared the browser cache and that fixed the issue.

    Thanks so much for your help.

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