User cannot append an entity to another if he has not write permission

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Posted on by Community Member Microsoft Employee

Hello,
I have an user that has permissions to append an entity (EntA) to another (EntB).
He can create EntA and associate EntB to it using a lookup field.
He can read EntB and open the form.
EntB form contains a sub grid to associated EntA.
It is not possible associate EntA to EntB directly from that form, it miss the Add button on the sub-grid or the associated grid.
User has to go to the EntA list and here can create a new one and associate the EntB.
This is a lost of time.
If I enable user to write the EntB, form shows the add buttons and user can associate EntA directly from EntB form.
For me it is no sense.
Form should show the add button based on append permission and not based on write permission.
Has someone a workaround to this behavior?

Thank you

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Community Member Microsoft Employee on at

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RE: User cannot append an entity to another if he has not write permission

For me, this behaviour of the system is absolutely inacceptable.

In our organization, users are not allowed to edit or create new accounts and contacts because our leading master data source is our ERP system.
Now as the sales reps are the first to learn about address changes, we've made a custom entity for "Address change requests" which is related to Accounts and Contacts and which is worthless now because i now have to give my users the (unwanted!) write privilege to the master entities.

And "Address Change Request" is not the only Account/Contact related entity wee need...
I will now instantly open a case with MS because this means business stand still for us effectively.

Any workarounds from the community? And no, changing all Account/Contact fields to field level security is silly and therefore not an option!

Thanks.
Community Member Microsoft Employee on at

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RE: User cannot append an entity to another if he has not write permission

@Les, It is my scenario.

I don't understand why the online version (see Alex answer) has not this issue, maybe Microsoft has fixed the issue and we have to wait an hotfix for on-premise installation.
Lljg701 55 on at

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RE: User cannot append an entity to another if he has not write permission

Domenico, no the information was provided during a support case. We had an issue with users who had append/append to privileges on Account but not Write priviledge. After an upgrade they could no longer append records to accounts without write privilege being granted.
Community Member Microsoft Employee on at

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RE: User cannot append an entity to another if he has not write permission

Thank you for your support.

@Les, Do you have a link to official documentation that explain why Microsoft define this unusual behavior?

@Alex, this is my scenario. Unfortunally my form does not show the add button. Also the associated view does not have the Add New or Add Existing button.
ashlega 34,475 on at

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RE: User cannot append an entity to another if he has not write permission

This would have affected our coming upgrade here, so I figured I'd still test it a bit more. This screenshot is from the online trial - seems to be working there:
Lljg701 55 on at

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RE: User cannot append an entity to another if he has not write permission

Domenico,

This behavior was introduced in Dynamics CRM 2015, prior to this it functioned the way you described. I raised a call with MS and was told the change was intentional. In order to Append a record, you need Write privilege on the parent record.
Community Member Microsoft Employee on at

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RE: User cannot append an entity to another if he has not write permission

Thank you Alex for your time.

Your test is valid but the CRM version is different.

My version is CRM 356 (2016 december 2016 update) on premise.
Community Member Microsoft Employee on at

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RE: User cannot append an entity to another if he has not write permission

@Aiden, thank you for the answer, I know it is a community forum, but I'm wondering is Microsoft developers read it.
ashlega 34,475 on at

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RE: User cannot append an entity to another if he has not write permission

Sometimes they do, but it's a community forum - not an official support channel.

I was curious if I can reproduce it, though, and I could not - notice how the form is readonly(no permissions for the user), but subgrid "+" button is still there (two entities, organization-owned, read-only permission for ent B, all-permissions for Ent A.. in my case it's all about setting up append and appendto permissions correctly). Not sure if we are on the same versions of CRM - did my test on 2015:
Aiden Kaskela 19,692 on at

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RE: User cannot append an entity to another if he has not write permission

The forum isn't for Microsoft to answer questions, it's just people from the community trying to help each other out.