"Insufficient Privledges" message come up in Outlook Dynamics

jazzcatone
jazzcatone used Ask the Experts™
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I have a salesperson at our company and I want to give him access to the following entities within Outlook Dynamics:Contacts, Products, Leads, and Opportunities.

So I put him in the "Salesperson" security role and gave this role "User" level access to most priviledges (Create, Read, Write, Append, Assign) etc. for Contacts, Products, Leads,  and Opprtunities.


He now logs into Dynamics but when he tries to access any of these entities(say for example by clicking Leads underneath Sales in the left navigation bar) he gets an a message that says "Insufficient Priviledges" .

Obviously he  needs of some other permission but admittedly I have no idea what that might be. Any idea or direction provided would be greatly appreciated
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Hello,

I think the best way is to switch on trace and check what permissions are required.
Principal Consultant
Commented:
Are you using the out of the box Salesperson role? or did you create your own from scratch.

I would recommend copying the out of the box role and then removing permissions from the copy.

Author

Commented:
Using the out of the box role right now. Can try this with another group I guess and see what happens.
Feridun KadirPrincipal Consultant

Commented:
Yes, that would be a good idea.

Has your sitemap.xml been customized?

Commented:
Best way to debug this problem is to enable tracing on the server and let the user connect to the web site. In the trace file you will find which privelege you are missing in the form of a GUID.

When you copy this Guid, you can make use of this query to find out what the privilege you are missing really is:
Select name from filteredprivilege where privilegeid = '31d4f20a-de3d-4640-ae4c-1c124aa825e4'

Author

Commented:
This is Outlook dynamics "in the cloud". So I really don't have access to the host crm server. However , my browser does pull down a log file when the "Insufficient priviledges" message comes up. TIn the log file there is a privilege guid like you said. But is there a way I can query from the crm interface, or do I need database access to run the query you mention ?

Author

Commented:
thanks

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