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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How do I set privileges?
Microsoft Dynamics CRM (Archived)

How do I set privileges?

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Posted on by Community Member

Hi there, 

I'm currently working on getting the proper privileges in order to query a wide range of data from different entities. I am able to get the entities through the /EntityDefinitions endpoint, but when I try to access /accounts and /contacts and I get the error that the Principal user is missing prvReadContact privilege (or prvReadAccount). I found this resource which shows the different privileges but I can't figure where I set this up. I have given myself full access when creating the app (in portal.azure.com > Azure Active Directory > App registrations and in the Settings > Required Permissions, where I gave myself full permissions to the different APIs and then said 'Grant Permissions') but I'm not sure if this is relevant, since I haven't seen anything about these different privilege codes in there.

I want to be able to set myself up for full read access with all privileges, but am not sure how to do so. Any advice would be greatly appreciated. 

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  • Community Member Profile Picture
    Community Member on at
    RE: How do I set privileges?

    Thanks everyone for the help! All super helpful and helped me get to the answer. I ended up having the correct permissions to begin with (Global administrator) so the article Arpit sent had the information I needed (re: product licenses).

  • Verified answer
    Arpit Shrivastava Profile Picture
    Arpit Shrivastava 7,518 User Group Leader on at
    RE: How do I set privileges?

    Hey Dallas,

    In one of our scenarios we noticed that even after the user was assigned the â€˜System Administrator’ security role, we were receiving the above error. Further investigation led to the discovery that the user was not given the read-write permissions. This could be done through the read-write access mode.

    Let’s take a look below article. Hope it helps:

    https://community.dynamics.com/crm/b/crminogic/archive/2016/02/19/error-principal-user-is-missing-prvreadaccount-privilege-resolved

    If my answer helped to resolve your issue, kindly verify it by clicking 'Yes'. It would be helpful to the other community members seeking to resolve a similar issue.

    Cheers
    Arpit
    https://arpitmscrmhunt.blogspot.in

     

  • Community Member Profile Picture
    Community Member on at
    RE: How do I set privileges?

    Thank you for the suggestion and information! I got the owner of the main account to go in and check roles and my account has a Global administrator role...any idea what extra step needs to be taken in order to access?

  • Verified answer
    gdas Profile Picture
    gdas 50,089 on at
    RE: How do I set privileges?

    Hello Dallas,

    I am not sure which role  user has been assigned , is it system Admin or custom one ?

    Am pretty much sure this is related to security roles which assigned user , try to login system admin  role and check everything is working or not. 

    Below highlighted privileges should be checked for user assigned security roles . Hope this helps.

    srcore.png

  • Verified answer
    Wayne Walton Profile Picture
    Wayne Walton 13,728 on at
    RE: How do I set privileges?

    The user you're using as a connection account needs a CRM Security Role.  If they need access to everything, System Administrator is the right security role. Otherwise, you can make a custom one that gives you read permissions to the entities you want to look at.  I forget exactly where that is in CRM 4.0, but it will be something like Settings -> Users or Settings -> Security.

    What you do in Azure AD doesn't matter, it's exclusively the domain of internal CRM security.

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