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Dynamics 365 App for Outlook Error

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  • 1.  Dynamics 365 App for Outlook Error

    GOLD CONTRIBUTOR
    Posted Apr 12, 2019 11:48 AM
    We recently released the Dynamics 365 app for outlook to a few new users (a pilot testing group). Previously, only D365 system administrators had the app released to outlook and have been testing successfully for a few months. The new users have a salesperson security role. I have followed the deployment steps here but the pilot users are all receiving this error:

    Error Message
    We do not appear to have a unique security role called Dynamics 365 App for Outlook User that many forums and the Microsoft website reference but system admins are able to use the app without that role added to their user profile. Per the deployment instructions, I did verify that the salesperson security role had privileges enabled for the Dynamics app for outlook.

    confirmation that Salesperson Security role privileges are enabled
    Has anyone encountered this error and can guide me towards a solution?


    #Admin
    #CustomerEngagement
    ​​

    ------------------------------
    Rosemarie Cordell
    Business Analyst
    NEWBERG OR
    ------------------------------
    Conference-CRMUG_200x200


  • 2.  RE: Dynamics 365 App for Outlook Error

    SILVER CONTRIBUTOR
    Posted Apr 12, 2019 12:12 PM
    I've been receiving the same error, just started a couple of days ago. However I am a system admin so I'm no sure if it is related to a security role.
    Are just your new testing users receiving this error or both new and system admins?


    ------------------------------
    Jonathan O'Brien
    AY McDonald
    ------------------------------

    Conference-CRMUG_200x200


  • 3.  RE: Dynamics 365 App for Outlook Error

    GOLD CONTRIBUTOR
    Posted Apr 12, 2019 12:21 PM
    Just new users. None of the admins are receiving this error.

    ------------------------------
    Rosemarie Cordell
    Business Analyst
    A-dec
    NEWBERG OR
    ------------------------------

    Conference-CRMUG_200x200


  • 4.  RE: Dynamics 365 App for Outlook Error

    TOP CONTRIBUTOR
    Posted Apr 12, 2019 12:34 PM
    @Rosemarie Cordell - I would suggest you review this article: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/outlook-app/v8/deploy-dynamics-365-app-for-outlook

    There are a few security role settings that you could check that are mentioned in the article. ​

    ------------------------------
    Aaron Back, MCSE
    Sr. Microsoft Dynamics 365 Consultant
    www.acemicrotech.com
    _______________________________________
    CRMUG Board Member
    CRMUG Chapter Leader - Cincinnati, Ohio
    ------------------------------

    Conference-CRMUG_200x200


  • 5.  RE: Dynamics 365 App for Outlook Error

    GOLD CONTRIBUTOR
    Posted Apr 12, 2019 01:34 PM
      |   view attached
    Thanks, Aaron! Yes, I have already checked the security settings and we're good there too.


    ------------------------------
    Rosemarie Cordell
    Business Analyst
    A-dec
    NEWBERG OR
    ------------------------------

    Conference-CRMUG_200x200


  • 6.  RE: Dynamics 365 App for Outlook Error

    TOP CONTRIBUTOR
    Posted Apr 12, 2019 07:16 PM
      |   view attached
    Hi Rosemarie, Does you app entity have the privileges as shown in the attached image?


    ------------------------------
    Sunil Raheja
    Aha Apps
    Glen Allen VA
    ------------------------------

    Conference-CRMUG_200x200


  • 7.  RE: Dynamics 365 App for Outlook Error

    GOLD CONTRIBUTOR
    Posted Apr 15, 2019 10:57 AM
    Hi, Sunil! We do not have the app entity under the customization tab.​

    ------------------------------
    Rosemarie Cordell
    Business Analyst
    A-dec
    NEWBERG OR
    ------------------------------

    Conference-CRMUG_200x200


  • 8.  RE: Dynamics 365 App for Outlook Error

    TOP CONTRIBUTOR
    Posted Apr 15, 2019 08:20 AM
    @Rosemarie Cordell, I recently closed a ticket with Microsoft on an error issue. Despite what the docs show (https://docs.microsoft.com/en-us/dynamics365/customer-engagement/outlook-app/deploy-dynamics-365-app-for-outlook#required-privileges), the support team also suggested that I add Business Management > Security Role > Read. It seems to have solved my issue.

    When I started the support ticket, the docs showed a specific security role for the app. However, an overly eager docs editor had posted those details, yet the role was not yet publically available. Fingers crossed that it will appear soon for a more effortless admin experience.

    For reference, here are the settings in my custom security role I created:
    • All set to Org level permissions.
    • Business Management
      • Mailbox > Read
      • Security Role > Read
      • Use D365 App for Outlook
    • Customization
      • Entity > Read
      • Field > Read
      • Model-driven App > Read
      • Relationship > Read
      • System Application Metadata > Read
      • System Form > Read
      • User Application Metadata > Read
      • View > Read
    To complete the magic recipe, my users also have Sales Manager, Insights User, and LinkedIn Configuration.

    ------------------------------
    Patrick Wright, MCSE
    Senior CRM Administrator
    Cherry Bekaert LLP
    Richmond VA
    ------------------------------

    Conference-CRMUG_200x200


  • 9.  RE: Dynamics 365 App for Outlook Error

    GOLD CONTRIBUTOR
    Posted Apr 15, 2019 11:16 AM
    Thanks, @Patrick Wright, MCSE. I've checked those settings and added "Business Management > Security Role > Read" per your suggestion. Everything else still looks to be in order per the original D365 instructions I linked from Microsoft (except the D365 app role, as you mentioned). Unfortunately, we appear to still be receiving an error. ​​

    ------------------------------
    Rosemarie Cordell
    Business Analyst
    A-dec
    NEWBERG OR
    ------------------------------

    Conference-CRMUG_200x200


  • 10.  RE: Dynamics 365 App for Outlook Error
    Best Answer

    TOP CONTRIBUTOR
    Posted Apr 15, 2019 11:32 AM
    Hi @Rosemarie Cordell

    I would double check to make sure that the security roles you have are enabled for the App.

    If you go to Settings > My Apps

    Hover over the Dynamics 365 App for Outlook and Click on the ... and then Manage Roles.


    Then scroll through the roles and make sure that your security roles are selected and click on Save.

     Select Roles
    Cheers
    Todd.

    ------------------------------
    Todd Mercer
    Dynamics CRM Technical Lead
    MD Financial Management
    Ottawa ON
    ------------------------------

    Conference-CRMUG_200x200


  • 11.  RE: Dynamics 365 App for Outlook Error

    GOLD CONTRIBUTOR
    Posted Apr 15, 2019 11:51 AM
    @Todd Mercer THIS was the magical missing piece of the puzzle. THANK YOU! ​​

    ------------------------------
    Rosemarie Cordell
    Business Analyst
    A-dec
    NEWBERG OR
    ------------------------------

    Conference-CRMUG_200x200


  • 12.  RE: Dynamics 365 App for Outlook Error

    TOP CONTRIBUTOR
    Posted Apr 15, 2019 12:37 PM
    Awesome!! Great going @Todd Mercer

    ------------------------------
    Sunil Raheja
    Aha Apps
    Glen Allen VA
    ------------------------------

    Conference-CRMUG_200x200


  • 13.  RE: Dynamics 365 App for Outlook Error

    TOP CONTRIBUTOR
    Posted Apr 15, 2019 11:39 AM
    @Rosemarie Cordell

    Sorry, I realized that you already make sure the security roles were enabled in my previous post.

    the other piece that we had to set was was to ensure these security privileges were enabled.  The old documentation made reference to App, but its been split to be Canvas App and Model app.

    canvas and Model


    Cheers!
    Todd

    ------------------------------
    Todd Mercer
    Dynamics CRM Technical Lead
    MD Financial Management
    Ottawa ON
    ------------------------------

    Conference-CRMUG_200x200


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