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On Click of 'Close activity' icon on Timeline for a Phone call or a Task activity throws permission error for System Administrator as well.

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Posted on by MadhanSA

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On click of Close Activity Icon (Marked in red in below screenshot 1) on timeline for Phone call activity throws Permission error for System Administrator as well (refer screenshot 2)

And, further opening the phone call activity record and on click on Close Phone call(Refer screenshot)

works as expected

Can anyone please suggest on how to fix this issue...

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Henry J. 5,237 on at

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Hello,

Indeed that behavior is a bit odd and the error message doesn't really explain what privileges you are missing to perform that action.

Can you please open a Support Request here: https://admin.powerplatform.microsoft.com/support?

Henry

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Satish Tiwari - CRM on at

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Hello,

Can you let us know if you are using CRM on-premises or CRM online ? If you are using CRM on-premises then please try installing the latest update rollup and check if it helps. However, if you are using CRM online then please open a ticket so that we can check logs to understand you are getting permission error for system admin.

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JasonMcandrew 40 on at

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We are also experiencing this issue in Dynamics online. It appears to be a bug rather than a permissions issue as I am also a system admin with full permissions.

We can also close the activity by opening the record manually.

I have logged a support ticket with Microsoft and will report back if I have any update.

Thanks

Jason

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Bipin D365 28,983 Moderator on at

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Hi,

Meanwhile can you open network tab in chrome developer tool(HIT F12) and perform the same operation.

Check Netwrok tab traffic and see if any detailed error logged.

If found helpful, Please mark my answer verified.

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JasonMcandrew 40 on at

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I'd like to share the solution I have received from Microsoft support and it has resolved the issue for us. Hope this helps!

- the 'CloseActivity' button in timeLine is throwing error because the one of the EnableRules for this button command : 'Mscrm.SaveAsCompleted' is failing.

- The Enable Rule- 'Mscrm.CanSaveAsCompleted' is failing because there is a active/unmanaged customization done for this enable rule by customer.

i.e. cx has updated the rule definition and used the incorrect function name and library for this js custom rule in unmanaged solution. PFB:

- instead of removing this rule from the command definition, we can update the rule definition in unmanaged solution where we can add the correct/expected means OOB function and library for this enable rule as below:
Steps to follow for this mitigation:

Open Advanced Settings
2. Navigate to Settings -> Solutions
3. Click New to create a new solution, set Publisher to the value. In this cx case, this is "Default Publisher for Gripple" i.e. DefaultPublishercrm4org7ddc9)
4. Click Entities
5. Click Add Existing
6. Select the entity "ActivityPointer" and click OK
7. Make sure you uncheck 'Include entity metadata' and uncheck 'Add all assets' before clicking Finish
8. Click Save
9. Click Export Solution and export unmanaged solution
10. Extract the .zip file
11. Open the customizations.xml file
12. Locate the <Entity> node child of the entity node you wish to edit and locate it's child <RibbonDiffXml> node
13. Locate the RuleDefinition which we need to update In our case, Id of the EnableRule is "Mscrm.CanSaveAsCompleted", so we would locate the that node.
14. Then update the rule definition as shown below:

Add the modified customizations.xml file back to the solution .zip file
16. Import the solution file
17. Publish All Customizations

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