Revising another owner's quote. What permissions?

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Posted on by AI123456789

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Does anybody know what permissions a user's security role needs to have to allow somebody to revise a quote that is in someone else's name?

Obviously at System Administrator level, it's no issue but I need to allow a user the ability to do this. I've given organisation level privileges across the board for Quote, Order, Invoice and Account but still the user is unable to revise a quote unless it is owned by them or their team. 7

Does anybody know how I would do this?

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meelamri 13,216 User Group Leader on at

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What about the opportunity entity ?

Question: Users are able to see the button ? If yes, what is the error message ?

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AI123456789 129 on at

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Yes, I've given organisation level permissions across the board for opportunity too.

Users can see the button, they just get a permissions error when they click it (if the record is owned by somebody else)

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meelamri 13,216 User Group Leader on at

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Can you download the log file when you get the error and share it please ?

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AI123456789 129 on at

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Sure, here it is:

Exception Message: You do not have enough privileges to access the Microsoft Dynamics 365 object or perform the requested operation. For more information, contact your Microsoft Dynamics 365 administrator.

ErrorCode: -2147187962

HexErrorCode: 0x80048306

Error Details: {"ActivityId":"","errorCode":2147779334,"message":"You do not have enough privileges to access the Microsoft Dynamics 365 object or perform the requested operation. For more information, contact your Microsoft Dynamics 365 administrator.","stacktrace":"","Timestamp":1612881343568}

Activity Id: 1ebaac2f-916a-4741-9256-a9de567ff906

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meelamri 13,216 User Group Leader on at

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Unfortunately, we cannot decide on the privilege that is missing from this error log. You need to open your console, click F12 and perform your action "Revise". you will get something like the image below:

Do the same and share your Error

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AI123456789 129 on at

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Thank you, that was a big help. It turns out that I needed to give permission for the activity entity.

All working now

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meelamri 13,216 User Group Leader on at

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You are welcome !

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Vin.k.S 95 on at

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You will need a BU Level CREATE privilege on the Activity Entity in order to revise an Active Quote.

Once you click Revise the UI will make 3 different request to the server.

RetrieveDefaultStatusForState

CloseQuote

ReviseQuote

You are receiving this error on the 2nd request, in order to Close an Active Quote the System will make a request like

//closeQuote Entity quoteClose = new Entity("quoteclose"); quoteClose["quoteid"] = new EntityReference("quote", quote.Id); quoteClose["subject"] = "Quote Close (Revised)"; //then CloseQuoteRequest request = new CloseQuoteRequest() { QuoteClose = quoteClose, Status = new OptionSetValue(7)//Revise };

That will create Close Quote Activity, and it seems the calling user cannot create it due to missing privilege. This won't work even with the out of box SalesPerson role. So i can conclude this as an issue with Platform only as i never encountered in CRM 2015

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