troubleshooting Question

"Insufficient Privledges" message come up in Outlook Dynamics

Avatar of Jason Livengood
Jason LivengoodFlag for United States of America asked on
Microsoft ApplicationsMicrosoft DynamicsIT Administration
7 Comments1 Solution704 ViewsLast Modified:
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
Feridun Kadir
Principal Consultant

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