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Business Central forum

Permission error when setting up a new customer in Cronus.

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Hello.  I have set up a new user in the Cronus database.  They have the Sales Order Processor role and the following permission sets: D365 BASIC, D365 LOCAL, D365 CUSTOMER EDIT, D365 CUSTOMER VIEW and D365 ACC RECEIVABLE.

When logged in this user is unable to set up a new customer.  Having populated the name and address and other basic fields on the customer card the error message 'You do not have the following permissions on TableData Contact Duplicate: Delete' appears'.  User is forced to rollback the changes, which clears all fields on the customer card.  However, on exiting the customer card it is found that a blank customer has been set up with just the number field populated; this shell customer then has to be deleted from the list of customers.

The contact field is not being populated by the user and the user doesn't want to populate it, or delete anything, at time of setting up the customer.  None of the permission sets attached to the user seem to contain anything about contacts (although contacts would seem a logical thing for someone working with customers to be able to create and modify).  The CUST000001 customer template used during the attempted setup doesn't make any reference to contacts either.

Super user can create the same customer in the same Cronus without problems.

Any ideas please as to what I need to do to enable the user to create customers successfully?

Malcolm

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  • Tammy Torgerson Profile Picture
    on at
    RE: Permission error when setting up a new customer in Cronus.

    Malcolm,

    I had one other thought. If all else fails, you can assign one of these additional permission sets to the user in order to ensure that they do have Delete permissions on the Contact Duplicate table:

    -D365 BUS FULL ACCESS

    -D365 FULL ACCESS

    -D365 OPPORTUNITY MGT

    -D365 SETUP

    I know that this is essentially treating the symptom instead of the cause, but wanted to throw out the option.

  • Suggested answer
    Tammy Torgerson Profile Picture
    on at
    RE: Permission error when setting up a new customer in Cronus.

    Hi Malcolm,

    Thank you for the explanation of what you are seeing. I have tried setting up a user with the same permissions in hopes of reproducing the error, but I have not been able to do so. This leads me to believe that there is a combination of permissions and data which may result in the proper scenario to return the error.

    However, let's next try to understand what may be causing us to fall into this situation. When a new Customer is created, we should also have a new Contact created for the Customer's Company as well as for any additional Individual Contacts which are added to the Customer.

    I have seen a situation where a company was created without using the Standard Setup. In this case, we were missing the setup information which allowed for Customer Company Contacts to be created. To check for this, search for and open the page called Marketing Setup. Under the Synchronization fast tab, ensure that you have a value for Bus. Relation Code for Customers. When the Bus. Relation Code for Customers is populated, and you enter a new Customer, you should have a new Contact created immediately for that Customer.

    The table that is referenced in your error message is the Contact Duplicate table. I believe that this is used when the Maintain Dupl. Search Strings and Autosearch for Duplicates checkboxes are marked in the Marketing Setup, under the Duplicates fast tab. In this case, as a new Contact is being added, a record is temporarily added into the Contact Duplicate for the purpose of checking for duplicates. In this case, I believe that a duplicate was not identified and so the records is immediately attempted to be deleted from the table. You could try unmarking the check boxes in the Marketing Setup page.

    Please let me know how this goes for you.

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