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Customer experience | Sales, Customer Insights,...
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Dynamics Marketing Error Message when trying to save a customer journey/e-mail

Posted on by 2

Hi!

Some of the users from our client received following Business Process Error while trying to save a customer journey.

D365-Marketing-Error.png

Did anyone experience this too? And if how did you solve it?

Thanks in advance!

  • Newmayer2384 Profile Picture
    Newmayer2384 2 on at
    RE: Dynamics Marketing Error Message when trying to save a customer journey/e-mail

    Hi  Nya !

    I double checked my security roles and we are using the standard ones for Marketing (Marketing Manager Business/Professional) etc and I got those.

    I am working with 2 clients and in the first secnario it is when saving the CJ and the second scenario is when trying to save a form. Which is weird since I got those default marketing security roles. A colleague with system admin rights was able to save the form for example.

    Any ideas?

    Thanks!

  • Newmayer2384 Profile Picture
    Newmayer2384 2 on at
    RE: Dynamics Marketing Error Message when trying to save a customer journey/e-mail

    Ok thanks I ll take a look! :)

  • Suggested answer
    Nya Profile Picture
    Nya 29,056 on at
    RE: Dynamics Marketing Error Message when trying to save a customer journey/e-mail

    Hi,

    This error message is displayed when the security role of the currently logged in user is missing the relevant privileges for the corresponding entity.

    As the error message in your screenshot is collapsed, I can't determine the exact privilege, but based on your description, it would appear that the creation privilege for the Customer Journey entity is missing.

    Please refer to the following documentation to grant the proper privilege to the security role of the users.

    Security roles and privileges - Power Platform | Microsoft Docs

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