Permissions needed to convert Quote to order & Customization tab in security role

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Posted on by Community Member Microsoft Employee

Hello Everyone!

Hope all of you are in joy and happy. I have got a problem. I wanted to convert Quote to Order but when i create Order from Quote i get an error 0x80040220 (PrivilegeDenied) means "user does not hold the necessary privileges" so for this i gave create, read and write privilege of organizational level in "Customization" entity in Customizations tab of security role of user and then Quote successfully converted to order but i want to know what customizations tab does in the role permissions, what is its purpose, and is it correct way to solve this problem and what will its impact to whole system ? Will it impact on access on those limitations which were given by admin ?

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Development / Customization / SDK

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Administration and Setup

Performance

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LuHao 40,866 on at

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RE: Permissions needed to convert Quote to order & Customization tab in security role

Hi partner,

You can refer to http://linnzawwin.blogspot.com/2020/07/minimum-privileges-required-to-log-in.html

These are the privileges required to load the UI components of the model-driven app and they are all in the Customization tab of the security role form.

So please check if the relevant plug-in is registered.