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Microsoft Dynamics CRM (Archived)

Advanced find Email Messages - not available

Posted on by Microsoft Employee

I'm the global administrator for our O365 tenant, and another user is responsible for all things Dynamics. that other person left, and I am trying to free up some space using the guidance provided in the email alert.

A couple of the steps call for removing email attachments, but when I go to advanced find, "Email Messages" is not in the Look for drop-down. I suspect that this is just a permissions problem, but I don't know what to change.

I have added a team license, a pro license, and even modified my roles in CRM. I'm at a loss, and sure could use a nudge in the right direction. Thanks!

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Advanced find Email Messages - not available

    That seemed to do the trick. I guess I just needed to let a little more time pass after assigning the license. Thanks for pointing me in the right direction!

  • ashlega Profile Picture
    ashlega 34,475 on at
    RE: Advanced find Email Messages - not available

    I just tested this in the trial environment - it took only a couple of minutes there.. but I'm not sure if there is a difference (after all, trial is V9).

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Advanced find Email Messages - not available

    I don't normally have a license for myself. I have removed a license from one of my users and temporarily assigned it to myself.  Not sure how long I have to wait for everything to work its way through the system. I know Exchange changes can take some time.

  • Verified answer
    ashlega Profile Picture
    ashlega 34,475 on at
    RE: Advanced find Email Messages - not available

    Could you confirm if your user account has been assigned a Dynamics license? As a global admin, you may have administrative access, but, unless you have a license, you won't be able to modify the data:

    docs.microsoft.com/.../global-service-administrators-can-administer-without-license

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Advanced find Email Messages - not available

    I suspected that earlier, and tried to change it. I was given the message "You do not have permission to access these records. Contact your Microsoft Dynamics 365 administrator. If you contact support, please provide the technical details."

  • ashlega Profile Picture
    ashlega 34,475 on at
    RE: Advanced find Email Messages - not available

    Change to read-write. Administrative is for administrative functions.. not for data manipulations.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Advanced find Email Messages - not available

    Administrative

  • Radu Chiribelea Profile Picture
    Radu Chiribelea 6,667 on at
    RE: Advanced find Email Messages - not available

    This is interesting indeed - i see that there are many other entities missing (Account, Contact, Opportunity, etc.). Most of the Entities you see here are related to Settings (Business / Service / Data / Customizations)

  • ashlega Profile Picture
    ashlega 34,475 on at
    RE: Advanced find Email Messages - not available

    If you go to the user profile in dynamics, what kind of access mode do you have there for your user record? Is it administrative or read-write?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Advanced find Email Messages - not available

    If I go to Settings, Security, Users, click my name, Manage Roles, there is a checkbox for System Administrator. I should be good to go there, right?

    As for it possibly being renamed to something else, I followed your suggested path and it is listed exactly as shown in your screen shot.

    What I have in my Advanced Find still has nothing to do with email messages:

    2018_2D00_02_2D00_11_5F00_132924.png

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