Dynamics Community Forum Thread Details

Security role for editing a RTM email which is live in a journey

Hi,

I made a security role for working with RTM journeys in Dynamics.

But I can not edit a live RTM email.

It works from the moment i want to save the changes by clicking on Finish editing.

But literally nothing happens.

What must be checked in the security role for this working?

Thanks!

Greetings,

Martijn

Hi,

Regarding your question about not being able to edit live marketing emails

Based on the description of your issue, our team recommends that you check the permissions of the Activity in the Security Role, as emails are a type of Activity.

You can check if you have added permissions to the Activity in the following way
your environment -> Advanced Settings -> Security -> Security Role -> your security role -> Core Records Tab

Make sure the privileges of the highlighted entity have been added, please note that the above image is only the privileges we have tested, please assign the specific privileges according to your business details

In addition, our team found a post with a similar problem to yours, the solution to the problem may be helpful to you, the post link is as follows.
https://community.dynamics.com/forums/thread/details/?threadid=dfb3e2c2-87bf-420d-97c3-d2f3fc12f01d

I hope my answer is helpful to you! If you have any other questions, please feel free to contact me.

Best Regards,
Rudy Zhang

Quick Links

Subscribe to this forum!