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

Unable to create a Trigger in D365 Marketing

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

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