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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Quick Campaign_ What p...
Microsoft Dynamics CRM (Archived)

Quick Campaign_ What privileges are needed to send this

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Posted on by yify 1,017

Hi,

I am trying to send the quick campaign emails.  this works when I give the System admin role and send the emails through Quick campaign advanced Find.

But When I change my role to the normal user, I can send the direct emails from CRM but not the Quick campaign emails. 

Please et me know what privileges should be given inorder to send the Quick campaign emails from CRM 

Thanks!

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  • john lenon Profile Picture
    john lenon 5 on at
    RE: Quick Campaign_ What privileges are needed to send this

    Hello everyone, I am interested in your solution can you display a screenshot? Thank you

  • martingr Profile Picture
    martingr 600 on at
    RE: Quick Campaign_ What privileges are needed to send this

    I created a custom role and gradually added everything to locate the security role.

    Finally I found that the user needed access to "AdvancedButton" - located under custom entities..

  • martingr Profile Picture
    martingr 600 on at
    RE: Quick Campaign_ What privileges are needed to send this

    hi - we have not changed the oob roles but are using custom roles that have been copied from the oob roles. so the standard roles should not be edited

  • gdas Profile Picture
    gdas 50,085 on at
    RE: Quick Campaign_ What privileges are needed to send this

    Did you changed anything in the OOB roles .  Check the OOB roles  and try to copy from these.

    docs.microsoft.com/.../manage-users

  • martingr Profile Picture
    martingr 600 on at
    RE: Quick Campaign_ What privileges are needed to send this

    Thanks Goutam. I tried to give the user the standard marketing responsible and marketing leader security role but still no luck.

    Seems to only be responding to the system admin role...

  • martingr Profile Picture
    martingr 600 on at
    RE: Quick Campaign_ What privileges are needed to send this

    Thanks

    I tried to set everything on activity and account on organization but still no luck..

    Anything else that can cause this?

  • Suggested answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: Quick Campaign_ What privileges are needed to send this

    Hi ,

    I am not sure how you have created security role , but would suggest to create security role newly copying from OOB security role and assign to the user.

  • Dynamics365 Rocker Profile Picture
    Dynamics365 Rocker 7,755 on at
    RE: Quick Campaign_ What privileges are needed to send this

    Set append and append to as well.

  • martingr Profile Picture
    martingr 600 on at
    RE: Quick Campaign_ What privileges are needed to send this

    Hi and thanks for answer

    I tried to set activities to org but it did not seem to help...

    The button is present in advanced find in contacts but not accounts

    Any other idea?

    Thanks

    8080.123123.png

  • Suggested answer
    Kokulan Profile Picture
    Kokulan 18,048 on at
    RE: Quick Campaign_ What privileges are needed to send this

    Hi

    This normally happens if the user only has  User Level Create permission.

    Make sure the user has Org or BU level Create permission for activity.  When the distribution is done, the activity is created with different owners, not just the current user.  For the user to be able to create record with other users as owners, they will have to have Org or BU level create permission.

    ScreenClip-_5B00_57_5D00_.png

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