web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Unable to qualify lead...
Microsoft Dynamics CRM (Archived)

Unable to qualify lead from child BU, inspite of having system admin privileges.

(0) ShareShare
ReportReport
Posted on by sardar ahmed 520

Hi Experts,

I'm facing a weird problem while qualifying lead.

I'm in child BU and having system administrator permission.

But it says:-

"You can't qualify this lead because you don't have permissions to create accounts."

Any help will be much appreciated.

Note: I have system admin role.

 


Thanks 

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Nuno Profile Picture
    Nuno 2,005 on at

    Hi Sardar,

    The error message you're getting seems a custom one. Chech if there is any plugin running on QualifyLead message or plugin/workflow running on Account create which only allows these operation to be performed for some users.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi Sardar,

    never seen an error like this.

    To discover which plugin give that error

    - disable all plugin step regarding accounts from admin > customization section

    - reanable one plugin per time

    After discovering the "guilty" plugin, proceed to modify them.

    Hope it helps!

    If you found the answer helpful, please mark as Verified 

    Join my network on LinkedIn      Follow me on Twitter 

    Thank You & Best Regards

    Francesco Picchi

    Microsoft Dynamics CRM Consultant, Bologna, ITALY

    Independent Contractor

    http://www.francescopicchi.com

  • Suggested answer
    Syed Ibrahim Profile Picture
    Syed Ibrahim 6,257 on at

    Pls deactivate any plugin on Account entity and make sure security you have enough create permission to create accounts and try

  • sardar ahmed Profile Picture
    sardar ahmed 520 on at

    Hi Nuno

    I have a plugin on qualify of lead.

    I have disabled the plugin step, but with no luck.

    This issue seems to be with the users who are in child BU's. The parent BU is working fine.

    I have even downloaded the error log, which doesn't give much information.

    Error Log:-

    Error_Message_0x80081018

  • Suggested answer
    Syed Ibrahim Profile Picture
    Syed Ibrahim 6,257 on at

    then you should give parentChildBU "Create" permission in Security role for which users  belongs to

  • Iain_C_54 Profile Picture
    Iain_C_54 112 on at

    Hi Sardar,

    Do you have PSA installed on this instance at all?

    I ask as I am facing the same issue on an instance where I have PSA installed and I have created child BU's where users in the Child BU's get the same error.

    Move them BU to parent and they can qualify with out an issue.

    May not be related but one thing I have noticed when qualifying a work item lead to an Opportunity.

    On the PSA opportunity form the account manager is not being set as the user to qualified the lead but to system in V9 instance. where as in V8.2 the account manager was set to the user qualifying the lead.

    I mention that as I suspect there is a issue in the plugin which is specific to V9 and have logged a case with Microsoft for this and they are investigating.

    But it could be that this no permissions to create account error when in a child BU is also somehow related??

    Iain

  • DikshaSharma Profile Picture
    DikshaSharma on at

    Hi, we are facing similar issue in D365 Online instance and the user is part of child BU. Were you able to resolve the issue?

  • sardar ahmed Profile Picture
    sardar ahmed 520 on at

    Hi Diksha,

    I think you need to raise a ticket with MS regarding this issue.

    We haven't done yet.

  • sardar ahmed Profile Picture
    sardar ahmed 520 on at

    Hi Iain,

    Might be...Not sure.

    I think this is the issue with V9.0 update, Raising ticket with Microsoft will do.

  • Muslim Dayi Profile Picture
    Muslim Dayi 20 on at

    Ä° resolve the problem with copy role.

    Ä° copy same role in Parent BU and give role child BU user.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Congratulations to the February Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
JS-09031509-0 Profile Picture

JS-09031509-0 3

#2
AS-17030037-0 Profile Picture

AS-17030037-0 2

#2
Mark Eckert Profile Picture

Mark Eckert 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans