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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Create new role in Mic...
Microsoft Dynamics CRM (Archived)

Create new role in Microsoft Dynamics CRM 2013 (6.1.3.119)

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Posted on by Community Member Microsoft Employee

Hello,

 

I have a problem. I would like to create new role in Microsoft Dynamics CRM 2013 (6.1.3.119).

I’m system administrator.

The new role should only be able to create, edit and enable / disable users in CRM.

I was added all privileges in the tabs groups of entities or functions excluding function “Contact” in Core Records group.

I tested new role. I was added user the some role and an error was occurred.

 

I share screen below:

 65245.crm1.png

It is log with this event CRM:

 

Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=6.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: System.Web.HttpUnhandledException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #A5D4BEB3Detail:

<OrganizationServiceFault xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.microsoft.com/xrm/2011/Contracts">

  <ErrorCode>-2147220970</ErrorCode>

  <ErrorDetails xmlns:d2p1="http://schemas.datacontract.org/2004/07/System.Collections.Generic" />

  <Message>System.Web.HttpUnhandledException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #A5D4BEB3</Message>

  <Timestamp>2017-01-16T13:06:20.1668313Z</Timestamp>

  <InnerFault>

    <ErrorCode>-2147220960</ErrorCode>

    <ErrorDetails xmlns:d3p1="http://schemas.datacontract.org/2004/07/System.Collections.Generic" />

    <Message>RoleService::VerifyCallerPrivileges failed. User: 5126862d-3fd6-e511-95b9-0050569b1b72, PrivilegeName: prvShareSLA, PrivilegeId: f3dea36a-1c40-4901-94e2-119491ad7563, Depth: Basic, BusinessUnitId: 2aef0c6f-c213-e411-85e7-0050569b1b72</Message>

    <Timestamp>2017-01-16T13:06:20.1668313Z</Timestamp>

    <InnerFault i:nil="true" />

    <TraceText i:nil="true" />

  </InnerFault>

  <TraceText i:nil="true" />

</OrganizationServiceFault>

 

It’s problem because I didn't see anywhere privilege Name "prvShareSLA" . I have only 4 functions in Service Management tab.

The last function is “Service”.

 

Like screen on my desktop:

 3487.crm2.png

Probably I should see more functions on this tab.

For example: https://community.dynamics.com/cfs-file/__key/communityserver-discussions-components-files/117/systemCustomizer.jpg

 

Actually, I don't know why I must add the privilege SLA from role of which is to administrate users account.

Is it possible that I will be able to create such a role ?

Can you help me ?

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Create new role in Microsoft Dynamics CRM 2013 (6.1.3.119)

    Hey

    I just saw your post, I hope this can still help. You might want to check out a 3rd party CTI like Tenfold for that. It's really easy to set up and it integrates well with more than 150 phone systems and CRMs. They support MS Dynamics integration. Here's the complete list of integrations:

    www.tenfold.com/integrations

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Create new role in Microsoft Dynamics CRM 2013 (6.1.3.119)

    I copied role of system administrator and created the new role.
    Also, I created a new role without copying privileges.
    In both case i have the same problem.
    The system want SLA function but this function isn't listed in Service Management tab.
    Maybe this is system error ?

  • Suggested answer
    Kishor Kumar Profile Picture
    Kishor Kumar 3,702 on at
    RE: Create new role in Microsoft Dynamics CRM 2013 (6.1.3.119)

    Hi Nati,

    Checks this link for security roles

    crmbook.powerobjects.com/.../security-roles

  • Inogic Profile Picture
    Inogic 24,094 on at
    RE: Create new role in Microsoft Dynamics CRM 2013 (6.1.3.119)

    You can follow the below link to achieve what you need. (Though it says Microsoft Dynamics 365, it`ll work for previous CRM versions as well.)

    http://www.inogic.com/blog/2016/11/minimum-privileges-required-to-login-microsoft-dynamics-365/

    Thanks!

  • Suggested answer
    Andreas Cieslik Profile Picture
    Andreas Cieslik 9,265 on at
    RE: Create new role in Microsoft Dynamics CRM 2013 (6.1.3.119)

    I also recommend to open an existing role, like system administrator and from the action menu select Copy Role to create a new one. Then strip down the role to your needs. Usually this should work.

  • Suggested answer
    Andreas Cieslik Profile Picture
    Andreas Cieslik 9,265 on at
    RE: Create new role in Microsoft Dynamics CRM 2013 (6.1.3.119)

    Checking this page:

    msdn.microsoft.com/.../hh547441(v=crm.6).aspx

    you can clearly see that you need to go in the "Service Management" tab and look for the row "SLA".

    There you need to add the Share permission for the SLA entity.

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