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Microsoft Dynamics CRM (Archived)

Creating task from opportunity activities Access denied

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Hello, I have a problem when creating task from opportunity Activities "Add Task" button.

3487.Task.PNG

After save - task created but opportunity didn't set at Regarding field and get an error Access denied.

User has write access at user level. This happen when I set another owner on task create. I guess it happen because in this case regarding object setting after task saved and user don't have write access to task anymore. Anyone have idea how to fix this without changing access level?

If I creating task on main task form its works fine as expected without error task created for another owner with regarding object.

If I create task from opportunity->activities->add new activity->task works fine. 

Using crm 2016 on premise.

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  • sardar ahmed Profile Picture
    520 on at
    RE: Creating task from opportunity activities Access denied

    Hi Andrius,

    1.Check the "Append To" privilege of opportunity entity.

    2. And "Append" privilege of task entity.

    User should have appropriate permissions on these, to attach an entity to other entity.

  • Suggested answer
    PS Profile Picture
    23,577 on at
    RE: Creating task from opportunity activities Access denied

    Provide following privileges to both the users

    Append n append to on opportunity

    Append n append to on activity

  • Community Member Profile Picture
    on at
    RE: Creating task from opportunity activities Access denied

    Hi Ahmed and Prashant.

    Thanks for reply.

    User already have access append n append to for task and opportunity at organization level.

  • Community Member Profile Picture
    on at
    RE: Creating task from opportunity activities Access denied

    Hi,

    Tenfold is a CTI solution that seamlessly integrates CRMs and phone systems. Tenfold offers features such as such as click to dial, automatic call logging, easy note taking and task creation, screen pops on inbound and outbound calls, new lead/contact creation when no matching records, support for cases/opportunities and advanced analytics on the backend. They also support MS Dynamics integration

    www.tenfold.com/.../dynamics

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