Unlock field on active quote using a BR does not work for non adminsitrators users

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Posted on by Tessacq

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Our users would like to edit some fields on the quote form while the quote is Active without having to create a new revision.

I created a BR that unlock these fields with Scope All forms. The BR works well and make the fields editable. However if the user has a role different to the System Administrator role, the fields are un-locked, meaning the user can edit the values, but he can not save the changes. However if the user is a Sys Administrator, he can save the changes. So the problem is in saving the changes while the quote is Active. A system administrator can save the changes while a different role cannot. Does anyone know why?

The end-user security role have create and write access to the quote entity.

Thanks

Teresa

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LuHao 40,888 on at

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RE: Unlock field on active quote using a BR does not work for non adminsitrators users

Hi Teresa,

This official document has been updated:

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/dynamics-365-sales-gdpr

Microsoft has confirmed that only system administrator is allowed to update read-only quotes.

If my answer is helpful, click Yes to mark it as verified.

This will help other users quickly find to this theme.

Thanks. :)

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Tessacq 295 on at

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RE: Unlock field on active quote using a BR does not work for non adminsitrators users

Hi Dilip Kumar

Yes, this is the error and log file below

Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0, Culture=neutral,
PublicKeyToken=31bf3856ad364e35]]: The entity cannot be updated because it is read-only.Detail:
<OrganizationServiceFault xmlns:i="">www.w3.org/.../XMLSchema-instance" xmlns="">schemas.microsoft.com/.../Contracts">
<ActivityId>4e1a8649-4073-44d6-b4d0-73e33b93e5da</ActivityId>
<ErrorCode>-2147220946</ErrorCode>
<ErrorDetails xmlns:d2p1="">schemas.datacontract.org/.../System.Collections.Generic" />
<Message>The entity cannot be updated because it is read-only.</Message>
<Timestamp>2019-07-22T06:53:15.9875739Z</Timestamp>
<ExceptionRetriable>false</ExceptionRetriable>
<ExceptionSource i:nil="true" />
<InnerFault i:nil="true" />
<OriginalException i:nil="true" />
<TraceText i:nil="true" />
</OrganizationServiceFault>

Thanks

Teresa

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Tessacq 295 on at

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RE: Unlock field on active quote using a BR does not work for non adminsitrators users

Hi Rajesh

The fields are two custom fields we have added to the quote entity. One is a No/Yes option set and the other is a date field. I have copied the error log on my other reply

Thanks

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Rajesh Chungath 467 on at

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RE: Unlock field on active quote using a BR does not work for non adminsitrators users

Hi Teresa,

Please update what are the fields are unlocked to edit?. Also please share the error log.

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LuHao 40,888 on at

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RE: Unlock field on active quote using a BR does not work for non adminsitrators users

Hi Teresa,

This is by design.

To comply with GDPR, we’ve made it possible to edit read-only records in Dynamics 365 for Sales.

However, only the system administrator is allowed to update read-only records, and other users are not allowed to do so.

Please refer to this official document about Dynamics 365 for Sales and GDPR:

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/dynamics-365-sales-gdpr

This document is out of date, and this sentence is wrong - "In case of quotes, both, a system administrator and a user, can export read-only records and import the updated records back into the system."

After testing, only a system administrator can update read-only quotes, users can't. I will report this outdated documentation error to Microsoft.

So if users wants to update the active quote, then they have to revise it.

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Dilip Kumar - CRM 67 on at

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RE: Unlock field on active quote using a BR does not work for non adminsitrators users

Hi,

Are you getting any error while saving the form for non-system administrator? If yes could you please tell me the error message.

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