Skip to main content

Notifications

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Assign privilege

(0) ShareShare
ReportReport
Posted on by

Hi All,

I have a security role profile where users can only Assign Activities to his Business Units and Child Business Units. The security role that I am using is Salesperson (out of the box), I modified the Activities Row for all permissions to have Parent: Child Business Units.


As soon as security roles and BU were setup, I proceeded to test and when I try to assign an Activity to a higher BU I got an error message indicating I don’t have the correct privilege (this is perfect as it was what I was expecting), but for my surprise when you click OK at the error message, then click Save the Activity will save. I don’t understand why it will save as I am not allowed to assign to a higher BU.


At the beginning I thought it was a bug so I went ahead and installed a new 2013 Organization and got the same behavior. Then, I setup another Org but this time in CRM 2011 and got the same behavior (without error message). I have no customizations in either environments and since I get the same results in 2011 and 2013 I can only assume this is by design. Does anyone will know what the logic is behind this behavior?

Many thanks for your time.

*This post is locked for comments

  • Jitendra Sahu Profile Picture
    2 on at
    RE: Assign privilege

    Nro - Surprised! I did a POC for this and found same issue.

    Putting efforts to resolve this. Also please update if you found any good one.

  • CU23052011-0 Profile Picture
    on at
    RE: Assign privilege

    Hi Jitendra,

    Thanks for replying. I tried to recreate other roles and got the same behavior.

    Best regards,

  • Jitendra Sahu Profile Picture
    2 on at
    RE: Assign privilege

    Hi Nro,

    Is this happened for role namely "Salesperson"?

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

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

🌸 Community Spring Festival 2025 Challenge Winners! 🌸

Congratulations to all our community participants!

Adis Hodzic – Community Spotlight

We are honored to recognize Adis Hodzic as our May 2025 Community…

Leaderboard > Microsoft Dynamics CRM (Archived)

#1
Mohamed Amine Mahmoudi Profile Picture

Mohamed Amine Mahmoudi 83 Super User 2025 Season 1

#2
Community Member Profile Picture

Community Member 54

#3
Victor Onyebuchi Profile Picture

Victor Onyebuchi 6

Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans