Skip to main content

Notifications

Customer experience | Sales, Customer Insights,...
Suggested answer

Unable to create a Trigger in D365 Marketing

(1) ShareShare
ReportReport
Posted on by 100

Hello all,

Thanks for seeing my post.

Im unable to create a Trigger as the Actions got greyed out.

We believe like some security permission is Missing .

Can anyone please guide me in right direction.

pastedimage1669738571412v2.png

Regards

Karthik

  • Suggested answer
    Steve Zhao2 Profile Picture
    Steve Zhao2 on at
    RE: Unable to create a Trigger in D365 Marketing

    Hi Kar Nall,

    Unfortunately, there isn't a specific doc to which role is needed for those controls. 

    However, when you press F12, you can see the error message about which privilege is missed.

    pastedimage1669970570766v1.png

    After you assign this privilege to your users, they can create the triggers:

    pastedimage1669970732999v2.png

    Result:

    pastedimage1669970795614v3.png

  • Kar Nall Profile Picture
    Kar Nall 100 on at
    RE: Unable to create a Trigger in D365 Marketing

    Hi Steve, Thanks for the response.. Is it possible to Combine all three roles to single with minimum privilege's? as we are building a role from scratch. And How do we know which entities we need to give permissions for page controls? Like Library, Get Started etc is there any documentation of the entities that comprise specific page controls?

  • Suggested answer
    Steve Zhao2 Profile Picture
    Steve Zhao2 on at
    RE: Unable to create a Trigger in D365 Marketing

    Hi Kar Nall,

    I'm not sure which specific privilege is needed to create this.

    However, when I assign a user Basic role + Event Planner + Marketing Professional - Business, the user can create a real time trigger:

    pastedimage1669790187721v1.png

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Announcing Forum Attachment Improvements!

We're excited to announce that attachments for replies in forums and improved…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,971 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,846 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans