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

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / User can't edit a ...
Customer experience | Sales, Customer Insights,...
Unanswered

User can't edit a Contact of which he is the owner

(0) ShareShare
ReportReport
Posted on by AleVer

Hi,

I have a CRM user that see a Contact as Read-Only in spite of he is the owner of this Contact.

How it is possible? I tried to reassign it via "Assign" button but the user still see it as Read-Only.

The related Account is owned by another user but they are in the same Business Unit.

Any help is really appreciated.

Alessia

  • erhan.keskin Profile Picture
    erhan.keskin on at
    RE: User can't edit a Contact of which he is the owner

    Hi,

    Sorry to ask this, is this record Active or Inactive? If it is Inactive, then it will be ready only, no issue.

    Can you please check the security role of the user what privileges the user have?

    Regards,

  • AleVer Profile Picture
    AleVer on at
    RE: User can't edit a Contact of which he is the owner

    No, the problem is that the record is Active.

    Below the privileges of his security role, any idea?

    pastedimage1576238908276v1.png

    Thanks in advance.

    Alessia

  • erhan.keskin Profile Picture
    erhan.keskin on at
    RE: User can't edit a Contact of which he is the owner

    Thanks for sharing the detail.

    Please go to the user record, and check the "Access Mode". If it is not "Read-Write", change it to "Read-Write" (i assume this is one the it needs to be for this user)

  • AleVer Profile Picture
    AleVer on at
    RE: User can't edit a Contact of which he is the owner

    No, unfortunately the user has already Access Mode as "Read-Write".

    I forgot to tell you that the problem does not happen on all Contacts but only on a specific one.

    Thanks in advance.

    Alessia

  • erhan.keskin Profile Picture
    erhan.keskin on at
    RE: User can't edit a Contact of which he is the owner

    Did you sort this out?

    There must be a condition for this record, check the sharing and access team definitions.

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Congratulations to the September Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans