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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / User Role does not all...
Customer experience | Sales, Customer Insights,...
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User Role does not allow to create appointment / phone call activity

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Posted on by JRussell1738 47

We are using Dynamics Online - For one of our security roles, users are not able to create appointments or phone calls using the Timeline activity. The Quick

Create form shows up with no issue, but when attempting to create the record, we get the following error:

QuickCreateIssue.jpg

This seems like a fairly straightforward error; however, the user can create a task. From what I understand the "Activity" core record is what is needed to create any activities, so I'm not sure why appointments/phone calls are treated differently. 

Other users are able to create all activities with no issues. 

I have the same question (0)
  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,983 Moderator on at
    RE: User Role does not allow to create appointment / phone call activity

    HI,

    Could you please download log to check exact missing privilege.

    Also if download log button is not visible then open Developer Tool (Hit F12) and then perform the operation and check network tab to see the error details.

    Please mark my answer verified if i were helpful

  • Suggested answer
    Rawish Kumar Profile Picture
    Rawish Kumar 13,758 on at
    RE: User Role does not allow to create appointment / phone call activity

    As suggested above, please try to get full details - it should tell where exactly is the error.

    It can be a case where you this role might have full permission on activity , however the lookups on this record might not have appropriate permissions.

  • JRussell1738 Profile Picture
    JRussell1738 47 on at
    RE: User Role does not allow to create appointment / phone call activity

    Thanks for the response - Here is the log file:

      at Microsoft.Crm.Extensibility.OrganizationSdkServiceInternal.CreateInternal(Entity entity, InvocationContext invocationContext, CallerOriginToken callerOriginToken, WebServiceType serviceType, Boolean checkAdminMode, Dictionary`2 optionalParameters)

      at Microsoft.Crm.Extensibility.OData.CrmODataExecutionContext.CreateOrganizationResponse(Entity entity)

      at Microsoft.Crm.Extensibility.OData.CrmODataServiceDataProvider.CreateEdmEntity(CrmODataExecutionContext context, String edmEntityName, EdmEntityObject entityObject, Boolean isUpsert)

      at Microsoft.Crm.Extensibility.OData.EntityController.PostEntitySetImplementation(String& entitySetName, EdmEntityObject entityObject)

      at Microsoft.Crm.Extensibility.OData.CrmODataUtilities.<>c__DisplayClass11_0`2.<InvokeActionAndLogMetric>b__0()

      at Microsoft.PowerApps.CoreFramework.ActivityLoggerExtensions.Execute[TResult](ILogger logger, EventId eventId, ActivityType activityType, Func`1 func, IEnumerable`1 additionalCustomProperties)

      at Microsoft.Xrm.Telemetry.XrmTelemetryExtensions.Execute[TResult](ILogger logger, XrmTelemetryActivityType activityType, Func`1 func)

      at lambda_method(Closure , Object , Object[] )

      at System.Web.Http.Controllers.ReflectedHttpActionDescriptor.ActionExecutor.<>c__DisplayClass10.<GetExecutor>b__9(Object instance, Object[] methodParameters)

      at System.Web.Http.Controllers.ReflectedHttpActionDescriptor.ExecuteAsync(HttpControllerContext controllerContext, IDictionary`2 arguments, CancellationToken cancellationToken)

    --- End of stack trace from previous location where exception was thrown ---

      at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()

      at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)

      at System.Web.Http.Controllers.ApiControllerActionInvoker.<InvokeActionAsyncCore>d__0.MoveNext()

    --- End of stack trace from previous location where exception was thrown ---

      at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()

      at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)

      at System.Web.Http.Controllers.ActionFilterResult.<ExecuteAsync>d__2.MoveNext()

    --- End of stack trace from previous location where exception was thrown ---

      at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()

      at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)

      at System.Web.Http.Dispatcher.HttpControllerDispatcher.<SendAsync>d__1.MoveNext()

    Activity Id: 64b56a12-972e-4038-a899-12d562cc1f8a

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,983 Moderator on at
    RE: User Role does not allow to create appointment / phone call activity

    Hi,

    This log is not much helpful.

    Try below approach which I suggested earlier as well.

    open Developer Tool (Hit F12) and then perform the operation and check network tab to see the error details.

    Please mark my answer verified if i were helpful

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