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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Unable to update Accou...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Unable to update Account Owner when opportunity is associated with the account

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Posted on by Vinay Hosamane 90

I am using Dynamics Sales Hub. I have a Account who has an Owner (XYZ). That account has an opportunity and the Owner is happens to be XYZ. As an System Admin, I am not able to change the Account Owner to ABC. It gives me error message "You do not have {0} permission to access {1} records. Contact your Microsoft Dynamics 365 administrator for help." . I am the admin and need help to show me what security settings I need to make for me to change the account owner. I do not want to change the owner of the opportunity, I want to retain to the original, Opportunity Owner still to e XYZ but change only the account owner to ABC. 

Any help would be appreciated. Thank you.

I have the same question (0)
  • Suggested answer
    Marco.P Profile Picture
    Marco.P 2,405 on at

    Hi,

    as reported in this answer by user @Daniel Bergsten https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/372400/you-do-not-have-0-permission-to-access-1-records/984827

    "Here´s how to find the actual error message that shows exactly what privilige is missing.

    Open browser debug mode (F12). Reproduce the error message. Go to debug mode Network and look for errors (in red). Here you will find the error message."

    pastedimage1583874856692v1.png

    Here's a recap to decode the access privileges:

     FilteredPrivilege.AccessRight. This identifies the action the privilege applies to:

    Value

    Action

    1

    Read

    2

    Write

    4

    Append

    16

    AppendTo

    32

    Create

    65536

    Delete

    262144

    Share

    524288

    Assign

    RolePrivileges.PrivilegeDepthMask. This indicates the level of the privilege:

    Value

    Level

    1

    User

    2

    Business Unit

    4

    Parent: Child

    8

    Organisation

    Hope it helps!

  • Suggested answer
    JayBuddhdevtest Profile Picture
    JayBuddhdevtest 275 on at

    Hi Vinay,

    One of the possible reason could be because, there is a process running in the background for onUpdate Opportunity. And the owner of the process donot have access to the entity. Could you please double check if you can update owner of any other account or not. If not then look for the process running in the background.

    I hope this helps. Please let me know if you need any other assistance.

    Thanks

    Jay

  • Vinay Hosamane Profile Picture
    Vinay Hosamane 90 on at

    I can update owner of other accounts which does not have any opportunities. The opportunity associated with the account is in progress state.  Being a System Admin, I want to change the only the account owner for the account and still retain the owner for the opportunity. I tried even reassigning and that did not work either. I believe there is no background process running. Also I was not sure how to check it. (I am a newbie.)

    Exact Error Message:

    You do not have {0} permission to access {1} records. Contact your Microsoft Dynamics 365 administrator for help.

    Error code: 0x80040220

    Session Id: 67c6859b-d972-447e-a242-cafe734775a7

    Activity Id: d20481b4-7325-4c8c-b3d8-dffcb3ba87d1

    Time: Wed Mar 11 2020 07:12:43 GMT-0500 (Central Daylight Time)

  • Suggested answer
    Marco.P Profile Picture
    Marco.P 2,405 on at

    Hi,

    Try to remove the account for that opportunity and check of you're able ti set that user as Account's owner. By doing so, you can find proof that the problem Is privilege for Opportunity entity.

    Also, did you check my previous answer?

    "Here´s how to find the actual error message that shows exactly what privilige is missing.

    Open browser debug mode (F12). Reproduce the error message. Go to debug mode Network and look for errors (in red). Here you will find the error message."

    This Will help you get specific information about the error! Let me know if you need any further assistance, i Will be glad to help you.

    M.

  • Vinay Hosamane Profile Picture
    Vinay Hosamane 90 on at

    Hello Marco,

    I was able to remove the opportunity from the account. After removing the opportunity, I was still not able to update the account owner.

    Error message from the debug is show below. It says missing read opportunity privilege, but I have already disassociated the Opportunity from Account and I am updating only account owner. Appreciate anything that you could help.

    error: {code: "0x80040220",…}}

    error: {code: "0x80040220",…}

    code: "0x80040220"

    message: "Principal user (Id=048417ce-b459-ea11-a811-000d3a31c841, type=8, roleCount=1, privilegeCount=506, accessMode=0), is missing prvReadOpportunity privilege (Id=f7767f74-628d-48b3-a79f-9c6e24fedb69) on OTC=3 for entity 'opportunity'. context.Caller=1375653f-61e0-4dc2-a8aa-ef3c70bad955"

    innererror: {,…}

    message: "Principal user (Id=048417ce-b459-ea11-a811-000d3a31c841, type=8, roleCount=1, privilegeCount=506, accessMode=0), is missing prvReadOpportunity privilege (Id=f7767f74-628d-48b3-a79f-9c6e24fedb69) on OTC=3 for entity 'opportunity'. context.Caller=1375653f-61e0-4dc2-a8aa-ef3c70bad955"

    type: "System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=9.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]"

  • Suggested answer
    Marco.P Profile Picture
    Marco.P 2,405 on at

    That's linea strange. Try to find other opportunies that maybe are related with the account by using Advance find.

    If i were you, i would give the user the dead privilege for Opportunity entity, the set him as the account's owner and remove that privilege.

  • Suggested answer
    Marco.P Profile Picture
    Marco.P 2,405 on at

    That's kinda strange. Try to find other opportunies that maybe are related with the account by using Advance find.

    If i were you, i would give the user the read privilege for Opportunity entity, then set him as the account's owner and remove that privilege.

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