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Suggested answer

How I can change the effective permission to the user ??

Posted on by 84

Hello 

This error appears when the user (sales) tries to activate the first stage in the opportunity card.

Screenshot-_2800_107_2900_.png

From the user (admin), I tried adding these permission sets: Extension Management, (Obsolete) Extension Management, and Opportunity Management on the user card but I didn't make use of that and the error is still there

Screenshot-_2800_108_2900_.png

When I Open the "Mohammad" Permission set I find the user has full access to the opportunity table(read, Insert, delete, modify).

4130.Screenshot-_2800_106_2900_.png

But when I open the effective permission, find the user has just "read permission" on the opportunity table.

How I can change the permission on the effective permission to give this user "full permission" on this table?

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,696 Super User 2024 Season 2 on at
    RE: How I can change the effective permission to the user ??

    Generally, the only way to do this is to purchase a new full license.

    But there is another solution, you can try External Accountant.

    More details: https://learn.microsoft.com/en-us/dynamics365/business-central/finance-accounting#inviteaccountant

    pastedimage1686819746532v1.png

    Hope this helps.

    Thanks.

    ZHU

  • Suggested answer
    RE-24072358-0 Profile Picture
    RE-24072358-0 187 on at
    RE: How I can change the effective permission to the user ??

    According to Team member license, it is permitted to read / view. You should assign Fulluser license.

  • Lama Khaled Profile Picture
    Lama Khaled 84 on at
    RE: How I can change the effective permission to the user ??

    Thanks, Mr.ZHU

    In your opinion what I should do to solve this problem, is purchase new licenses??

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,696 Super User 2024 Season 2 on at
    RE: How I can change the effective permission to the user ??

    Hi, that's a license issue, the Team Member license doesn't allow you to edit the Opportunity Table.

    Dynamics 365 Licensing Guide - June 2023: https://t.co/e5EESo7MAQ

    Hope this helps.

    Thanks.

    ZHU

  • Lama Khaled Profile Picture
    Lama Khaled 84 on at
    RE: How I can change the effective permission to the user ??

    This is a production environment.

  • Lama Khaled Profile Picture
    Lama Khaled 84 on at
    RE: How I can change the effective permission to the user ??

    The type of license applied to the user is Team Member.

  • RE-24072358-0 Profile Picture
    RE-24072358-0 187 on at
    RE: How I can change the effective permission to the user ??

    Hi,

    Please check whether the type of license applied to the user for Team Member or Full.

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,696 Super User 2024 Season 2 on at
    RE: How I can change the effective permission to the user ??

    Hi, if this is a trial environment, please note the expiration date of the environment.

    More details: https://yzhums.com/6861/

    Hope this helps.

    Thanks.

    ZHU

  • Jun Wang Profile Picture
    Jun Wang 7,443 Super User 2024 Season 2 on at
    RE: How I can change the effective permission to the user ??

    it seems the license assigned to the user doesn't allow the permission you granted to user.

    check other users who is able to perform the task and compare license types and assigned permissions to further troubleshoot

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