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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Form Access issue
Customer experience | Sales, Customer Insights,...
Suggested Answer

Form Access issue

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Posted on by CRMQQ

Hi,

While loading the form, I am getting the following error,

You do not have {0} permission to access {1} records. Contact your Microsoft Dynamics 365 administrator for help.
What could be the reason?
How can I fix this?
Thanks
  • Suggested answer
    Rakesh90 Profile Picture
    Rakesh90 200 on at

    Hi CRMQQ,
    There could be two reasons.

    1. You do not have permissions to access the form for that entity. An entity can have multiple forms against it and each of them can be access controlled based on security roles. Example : Account entity can have one form for Account managers and a different form for Salespeople
       If this is the case Make sure you have permissions to the entity form that you are trying to access.
    2. You do not have permissions to one or many of the look up entities that the form references to. Example: If you are trying to access an Opportunity form but dont have permissions to the Account record that the Opportunity is referencing to. If this is the case make sure they you have READ permissions on all the records that are referenced in lookup fields.

    If my suggestion worked please mark this as the answer

  • Suggested answer
    Ram Prakash Duraisamy Profile Picture
    Ram Prakash Duraisamy 2,289 on at

    Dear Shivii Singla,

    Check you are having Proper Security role available.

    Login to Dynamics CRM --> Click Gear Icon on Top --> Select Advance Settings --> Select Security --> Users --> Select Manage Roles and check you are having proper security roles

  • Ram Prakash Duraisamy Profile Picture
    Ram Prakash Duraisamy 2,289 on at

    If the Security Role is properly available.

    Login to Dynamics CRM --> Click Gear Icon on Top --> Select Advance Settings --> Go to Customization --> Customize the System --> Expand Entites --> Select the Entity--> Expand the Selected Entity(eg Account)--> Select FORMS --> Open the Forms --> Click Enable Security Roles--> Make sure proper security roles available.

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