Supply chain | Supply Chain Management, Commerce

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Posted on by Mahaboob Shariff

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Hi All,

Hope you are doing well.

Getting this below-mentioned error while creating new customers in D365 finance and Operations through Accounts receivables Modules or Sales and Marketing modules.

/You don't have the required permission to open this page. Please contact your system admin/.

The version was upgraded to 10.0.35.

Regards,

Shariff

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saurabh bharti 15,039 Moderator on at

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Hi Shariff,

Could you please check Security Permission for customer creation?

Thanks

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André Arnaud de Cal... 300,911 Super User 2025 Season 2 on at

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Hi Shariff,

Can you tell at what exact moment you get this error? Is it when opening the All customers list page, opening the details or when clicking the New button? What exact steps were taken before this error pops up? Is there any customization around this process? What exact security is assigned to this user?

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Mahaboob Shariff 212 on at

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Hi Andre,

Greetings of the Day!!

Thanks for your fast response.

If I save a new customer after filling out all of the essential fields, this problem displays on the screen.

No customization here.

The user has below Roles:

Accounts receivable clerk

Inside Sales Agent

Sales manager

Sales clerk.

Hi Saurabh,

Thanks for your quick response.

Could you please let me know which security permissions to check for customer creation?

This issue is in other Legal entities as well whenever we create a new customer and click on Save then this error would appear.

Kind Regards,

Shariff

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saurabh bharti 15,039 Moderator on at

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Hi,

Could you check in System Administration > Security > Security Configuration.

Click on Duties tab > Filter Duty = Maintain Customer master > Click on view related roles. Check if this duty is assigned to the roles you mentioned. if not then either use Role which have this Duty or add duty to your existing role.

This is depending upon your organisation security requirement. If you dont have sys admin access then ask you sys admin to look into this.

Hope this answers your query.

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NikolajSorensen 1,792 on at

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By the sounds of it, I would expect a customization to be the issue here.

Can you confirm the exact steps you take, when creating a new customer record?

Usually you can control with security, if users are able to create a new customer record, but then it will not be possible for the users to create the customer data at all. The "New" button would generally be unavailable, if users are not granted access to do so.

Then there could be specific table/field level access defined on top, but that usually throws another type of error message, like "Access denied.."

The role "Inside Sales Agent" seems like a custom role, please check the contents of that role.

Have any changes been made to the standard roles/duties or privileges?

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Mahaboob Shariff 212 on at

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Hi Saurabh,

This duty has been assigned to that Role (Sales Manager) but even though got that error.

This error is coming after the upgrade to 10.0.35.

We have one more error while copying this customer to another Legal entity it's not copying.

Please let me know of any solution to fix this issue.

Thanks in Advance.

Regards,

Shariff

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André Arnaud de Cal... 300,911 Super User 2025 Season 2 on at

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"Hi Shariff,

I don't know what exact steps you follow when you mention "save a new customer after filling out all of the essential fields". Maybe you can use the task recording option or share a screenshot? I think you are on the quick customer creation form, but not sure. If so, this form has multiple options for saving the record and directly open another page, like a sales order. Please be more precise what tasks are performed when you get this error.

When you got the error, was the customer created or not at all?

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Mahaboob Shariff 212 on at

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Hi Andre,

Path: Accounts Receivable - Customers - All Customers - Creating New customer

After providing the details of Name, customer group, and Tax-exempt number then if we click on Save.

Then this error will Pop-Up.

"you don't have required permission to open this page. Please contact your system admin."

we have Sales Manager role and it has all Grants and permissions, if I go and check under in security configuration.

We are getting this error after version upgrade to 10.0.35 before that it was no issues here.

This is for Sales Manager Role: (checked everything here and there is no conflicts)

Yes after getting this error this new customer has been created if we check inside the All Customers list page and this is what we are using as a workaround.

Please check and let me know to fix this issue.

Thanks in Advance.

Regards,

Shariff

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Dynamics365 Finance... 76 on at

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Hi Sharif,

Please assign the "Maintain customer master" duty to the user, hopefully, it will resolve the issue. Otherwise, you can assign him the AR manager role that does have the required permissions for creating new customers.

Apart from this, 10.0.35 doesn't have a "create customer" privilege in the system but do have privileges such as create customer from lead/ opportunity. So, if the issue did not resolve you may have to create another privilege, assign it to the Maintain customer master duty and check if it resolves the issue.

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Mahaboob Shariff 212 on at

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Hi,

It has the duty that Maintain customer master and this has been assigned to the Sales Manager, AR Manager, Sales Clerk, Credit management manager, and Accounts receivable clerk.

And I have created a Test Role and assigned it to the same duties even though it's not working.

All permissions are Granted only.

Please let me know of any fix for this issue.

Thanks for your time.

Regards,

Shariff

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