Lead disqualification required privileges

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Posted on by vranicarka

Hi,

When one of the users (in 'enhanced' marketing professional role) tries to disqualify a lead using a custom status reason, she gets the following Business process error

{5}{2}(Id = {3}) is missing {0} privilege on {1} entity(OTC={4}). Consider adding missing privilege to one of the {5}{2} roles for the request to succeed.

The security roles she is in have Organization level security on Lead table for all privileges except delete, and she is also the owner of the lead if that makes a difference.

Please help with decyphering the error message so that at least know where to dig further and try to find the culprit.

Many thanks in advance.

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Dengliang Li Microsoft Employee on at

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Hi,

Based on your error message, OTC=4 refers to the LEAD entity.

List of standard Object Type Codes for Dynamics 365 — the tin dog

The missing privilege seems to be this one?

You can try setting all privileges to the organization level.

You can check a user's access to the current lead record by using the Check Access.

Best Regards,
Dengliang Li

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vranicarka 13 on at

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Even when I set all privileges on Lead table to Organization level, the user still can't disqualify the lead (same error). When I check the access for the user, she has the same access to the lead record as System administrator, but as a system administator I can disqualify the lead, yet she can't.

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vranicarka 13 on at

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Managed to fix it. Apparently, the issue was with no read privileges on custom entities for the security role the user was assigned to. Funny though, these entities/tables had no direct connection with Lead entity (they were however used on Opportunity and/or Opportunity product, and we are talking about disqualification here).

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CharlotteD 2 on at

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@vranicarka I'm having exactly the same problem at the moment. Do you remember which table(s) you added the read privileges on to make it work? Thanks!

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vranicarka 13 on at

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@CharlotteD

They were custom entites I created to meet company's requirements - cost centers, something like that. They were not out of the box entities.

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