web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Cannot append a custom...
Microsoft Dynamics CRM (Archived)

Cannot append a custom entity record to a contact after migration to CRM 2016

(0) ShareShare
ReportReport
Posted on by Community Member

After migrating to CRM 2016, I have the same problem as this post on another forum (https://www.crmug.com/communities/community-home/digestviewer/viewthread?GroupId=121&MID=16482&tab=digestviewer&CommunityKey=5ab602e5-51fe-4cc2-b467-d970807c0e8a)

There is no solution on it and I didn't find any other information about that. Does anyone have any information on this subject?

Regards
Laurent

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Please check if your Custom Entity has Append and Append To permission for the user.

  • Community Member Profile Picture
    Community Member on at

    It has. User has full right on custom entity

    If I give write permission on the contact, the "+" button on subgrid or the "Add existing custom entity" on the associated view appear.

    But if the contact is on "read only" state, we are not able to add the custom entity. We can go to the custom entity and do the inverse operation (add contact from custom entity), it's working. So I think it's not a right problem!

    I did another test, I removed write permission on the custom entity and the same problem come. I'm no more able to add contact with "+" button or "add existing contact". These two links disapears.

    Laurent

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Write Permission is required when you add any record on Subgrid. If you want to add Custom Entity to Contact record, Contact record must be saved first, Then only you can add custom entity to Contact if Contact has Write Permission.

  • Community Member Profile Picture
    Community Member on at

    So this has change since CRM 2015 ? Is it a new feature or a bug ?

    At my opinion it's a bug, a user don't need write right to associate two entities.

    I previously speak about custom entity, but it's the same for standard entity. If the user don't have write access to the contact, when he navigate to "Activities", the two link "Add new Activity" and "Add existing activity" are not visible. So it's general and not linked to my customisation...

    Regards

    Laurent

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans