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Dynamics 365 Community / Forums / Dynamics 365 general forum / Set Regarding on close...
Dynamics 365 general forum

Set Regarding on closed activities

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Posted on by mdavignon 25

In one of our client databases they want the ability to migrate all activities from one record to another (similar to lead > opportunity, but between two custom entities related to grant tracking).  They are attempting to use the "Set Regarding" command on the Activities related view, however they receive an error on closed phone calls and tasks (email and appointments are successfully reassigned).  Those with the System Administrator role do not encounter this error and can migrate all activities successfully.  Is there a particular set of permissions that can be given to these users to enable the same functionality without promoting them to System Administrator? They currently have full access to both custom entities as well as Activities.

Here is a visual of the process:

Open record, view All Activities, select all, choose "Set Regarding"

pastedimage1565780949990v1.png

For System Administrators this is successful.

For all other users, they see this error (log file states "Cannot update Closed or Cancelled Activity")

pastedimage1565781073659v2.png

Categories:
Activities
Other Functionality
  • LuHao Profile Picture
    LuHao 40,886 on at
    RE: Set Regarding on closed activities

    Hi partner,

    Is your problem solved? Are there any other questions?

    Please don't forget to close this theme by clicking Yes to mark the verified answer.

    pastedimage1566892990110v1.png

    This will help other users quickly navigate to this theme.

    Thanks.  :)

  • LuHao Profile Picture
    LuHao 40,886 on at
    RE: Set Regarding on closed activities

    Hi partner,

    I did not find an official document explaining this problem.

    But in my opinion, email and appointments can be updated in read-only status because they can be connected to Exchange via Server-Side Synchronization or Email Router to synchronize with Outlook.

    Normal users can modify their own email and appointments directly in Outlook, and the modification will take effect in D365.

    D365's phone calls and tasks are D365 internal activities, which cannot be modified in Outlook.

    This is the difference between them.

  • mdavignon Profile Picture
    mdavignon 25 on at
    RE: Set Regarding on closed activities

    Thanks for the info, however I'm unclear why this would be allowed for Email and Appointments and not Phone Calls/Tasks.

  • LuHao Profile Picture
    LuHao 40,886 on at
    RE: Set Regarding on closed activities

    Hi partner,

    This is by design, in order to comply with GDPR.

    Only system administrator can update read-only records.

    It is currently not possible for users who are not system administrators to perform this operation.

    Please refer to this document: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/dynamics-365-sales-gdpr

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