Small and medium business | Business Central, N...

Email Permissions

(0) Share

Report

Posted on by LiamSc

Hello,

We have created a custom Permission Set but when the user sends an purchase quote through for approval it does not notify the recipient to approve.

If we grant "D365 Basic or D365 Bus Full Access" to the user the emails start to work so we know its permission related but unable to tell what is missing. We have used the record function to try picking up the steps but still doesn't work.

Any ideas are appreciated.

Thanks,

I have the same question (0)

All responses (7)

Answers (0)

Suggested answer

MahGah 15,529 on at

Like (0)

Report

Hi

Please see permission set recommended in below post.

Was this reply helpful? Yes No
Suggested answer

YUN ZHU 95,763 Super User 2025 Season 2 on at

Like (0)

Report

Hi, Just to add, the User email policies feature was added in BC20 and you need to add its permissions as well.

More details:

https://yzhums.com/24750/

Hope this helps.

Thanks.

ZHU

Was this reply helpful? Yes No
LiamSc 21 on at

Like (0)

Report

Hi, i have tried this. I added all the different permissions from your screenshot but still didn't work.

Thanks for the reply

Was this reply helpful? Yes No
LiamSc 21 on at

Like (0)

Report

Thanks Zhu, i added checked this out. I can see all my emails going out and other Super users but that didnt fix the issue.

Was this reply helpful? Yes No
Suggested answer

YUN ZHU 95,763 Super User 2025 Season 2 on at

Like (0)

Report

Hi, I feel that it is still a permission problem, and it is recommended to use the Record function to try again.

Hope this helps as well.

Thanks.

ZHU

Was this reply helpful? Yes No
LiamSc 21 on at

Like (0)

Report

I have tried again and narrowed it down to needing D365 basic. We currently use the "login" permission which gives us enough permissions to get into the system and then we have built the permissions from the ground up using the record tool but it seems to not pick up everything. I have retried to recorder but it hasn't worked still.

Was this reply helpful? Yes No
Suggested answer

Marco Mels on at

Like (0)

Report

Hello,

Currently, I do have a support case open about this issue and provided the relevant partner a way to figure it out in a production environment. I was able to do it in a CRONUS company / demo data using the provided custom permission set they shared with me. The first thing to do is to add the job queue log entries permissions to the custom permission set so you can do trial and error a few times and see which ones are missing as the job queue log entry will tell you exactly what the error is and the next error. It did work for me in a CRONUS company, but we cannot do the same thing on behalf of the partner in a production environment simply because we lack access.

The partner knows what to do now, so they should be OK to do this themselves in the relevant production environment.

Thank you.

Was this reply helpful? Yes No