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Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

Cannot create new record when ReadAccess is set to Business Unit

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Posted on by 8

I created a new Security Role (ex: Employee) for a Team that allows the following:
O = Organization | B = Business Unit
Read (B) | Create, Write, Append, AppendTo (O)

But when I create a new record, I get the following error:
The Record is successfully saved. user with id <user id> does not have ReadAccess right(s) for record with id <record id> of entity Employee. Consider assigning a role with the required access level to the user or team.

However I can edit existing Records just fine.

If I change the Read Access to Organization, I can now create new record.

Why do I need Organization Read Access level to create a record for
Business Unit? I don't want users from this Business Unit to see
everything.

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I have the same question (2)
  • Suggested answer
    Amit Katariya007 Profile Picture
    10,409 Moderator on at
    Tell me why u have Write and create access as org level if you have provided read access as BU levels?
     
    If user will not able to see any records then they will not able to edit also.
  • Suggested answer
    Abhishek Dhoriya Profile Picture
    1,013 on at

    It sounds like you're encountering an issue with the security role configuration in Dynamics 365. The error message you're seeing indicates that the user does not have the necessary ReadAccess rights for the entity when trying to create a new record. This can be a bit confusing, especially since you can edit existing records just fine.

    Explanation:

    When you create a new record, Dynamics 365 needs to verify that the user has the appropriate read permissions for the entity. This is because, during the creation process, the system might need to read certain metadata or related records to complete the operation. If the ReadAccess is set to Business Unit (B), the user must have read permissions within the same business unit as the record being created.

    Why Organization Read Access is Needed:

    1. Metadata and Related Records: During the creation of a new record, Dynamics 365 might need to access metadata or related records that are not confined to the user's business unit. This requires broader read access.
    2. Security Role Configuration: The security role configuration might require read access at the organization level to ensure that all necessary data can be accessed during the record creation process.

    Solution:

    To resolve this issue, you can consider the following options:

    1. Adjust Security Role:

      • Temporarily set the ReadAccess to Organization (O) while creating new records. This ensures that all necessary data can be accessed during the creation process.
      • After the record is created, you can revert the ReadAccess to Business Unit (B) if needed.
    2. Custom Plugin or Workflow:

      • Implement a custom plugin or workflow that handles the creation of new records. This plugin can run with elevated privileges, ensuring that all necessary data can be accessed during the creation process.
    3. Review Business Unit Structure:

      • Ensure that the business unit structure and security roles are configured correctly. Sometimes, restructuring the business units or adjusting the security roles can help resolve such issues.

    Example:

    Here's an example of how you might adjust the security role temporarily:

    // Adjust security role to Organization level
    securityRole["readaccess"] = AccessLevel.Organization;
    
    // Create the new record
    Entity newRecord = new Entity("employee");
    newRecord["name"] = "New Employee";
    service.Create(newRecord);
    
    // Revert security role to Business Unit level
    securityRole["readaccess"] = AccessLevel.BusinessUnit;
    

    By following these steps, you should be able to resolve the issue and create new records without requiring organization-level read access permanently. If you need further assistance, feel free to ask1[2][3]


    References

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