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Unable to Merge Company records

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Posted on by CamberleyWolf

Hi All,

I am unable to merge to company records. I am able to merge other company records to both of these records. However when I try and merge these two records I get the following error:

Missing Microsoft Dynamics 365 security role
Access to Microsoft Dynamics 365 has not yet been fully configured for this user.
The user needs at least one security role before you can continue.

Even when logged in as an Admin user I get the same error.

Could you please advise?

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Dynamics 365 Administration

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Community Member Microsoft Employee on at

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RE: Unable to Merge Company records

Hi Partner,

Has the problem been solved? Any updates?

Please click Yes under "Did this answer your question?" to close this thread.

Thanks.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
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CamberleyWolf 5 on at

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RE: Unable to Merge Company records

Thank you for the suggestion. Turns out the culprit was a record owned by an inactive user without the relevant security role.
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Community Member Microsoft Employee on at

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RE: Unable to Merge Company records

Hi CamberleyWolf,

When you merge - all the child records of that non-master Company will move to Master Company. So it is possible that the error is appearing for some other records related to the company and not the company itself.

There may be some child records owned by Inactive user/user without security roles.

So you need check owner security role of child records that related to company record.

And following link may help you:

Tip #711: Record merge fails when assignee has insufficient privileges | Power Platform & Dynamics CRM Tip Of The Day

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.