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Customer experience | Sales, Customer Insights,...
Suggested Answer

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

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Posted on by 7
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
 
I have the same question (0)
  • Suggested answer
    RudyZhang Profile Picture
    Microsoft Employee on at
    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

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