CRM 2016 User is receiving a generic error when they click the "Convert to Lead" button in on a CRM Email record

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Posted on by gordonj

255

This works for me.

However, I have a user that receives a boiler p;late error message when they open an email in the CRM interface and click on the Convert to Lead ribbon button.

They have the ability to create Contacts and Leads.

Does anyone know what other permissions might be needed here?

I am an admin and can do it just fine. The user has no Delete access but has everything else for both Lead and contact.

What I can see is that Account has NO Create, Delete or Share. Don't know if that is significant.

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StefanS365 3,573 Most Valuable Professional on at

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RE: CRM 2016 User is receiving a generic error when they click the "Convert to Lead" button in on a CRM Email record

If the service account is member of the base Business Unit, the "normal" users might not have the permission to modify those records
gordonj 255 on at

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RE: CRM 2016 User is receiving a generic error when they click the "Convert to Lead" button in on a CRM Email record

A service account. The email has come in from a web site.
StefanS365 3,573 Most Valuable Professional on at

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RE: CRM 2016 User is receiving a generic error when they click the "Convert to Lead" button in on a CRM Email record

Hi Gordon,

Who is the owner of the e-mails?