Customer Engagement & Dynamics CRM Forum

I have a user who is trying to Revise a Closed Quote and it keeps giving him a permissions error and won't let him proceed - we can use the Revise button as System Administrator with no problem.  I have searched the security roles/permissions and cannot find a setting specific to Revise a Quote - does anyone know the correct security setting required to allow our users to revise a Closed quote?

Thanks,
Jeff

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Jeff Maynard
VP of Administration
Cope Plastics, Inc.
Alton IL
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Hi Jeff,

If you are unsure of which permissions to assign, try downloading the Security Debugger tool for XrmToolBox.

You can paste the error message and it will identify which permissions are needed.



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Jason McAndrew
D365 Admin / Dev
Sheffield, UK
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Original Message:
Sent: Jun 14, 2022 11:43 AM
From: Jeff Maynard
Subject: Security Permission for Revising a Closed Quote in CE

I have a user who is trying to Revise a Closed Quote and it keeps giving him a permissions error and won't let him proceed - we can use the Revise button as System Administrator with no problem.  I have searched the security roles/permissions and cannot find a setting specific to Revise a Quote - does anyone know the correct security setting required to allow our users to revise a Closed quote?

Thanks,
Jeff

------------------------------
Jeff Maynard
VP of Administration
Cope Plastics, Inc.
Alton IL
------------------------------

Hi Jeff, 

In order to "Revise" a quote the user should have the "Override Quote Pricing" permission I beleive. Did you try that?

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Marc Longtin
Hilo Énergie
Montréal QC
------------------------------

Original Message:
Sent: Jun 14, 2022 11:43 AM
From: Jeff Maynard
Subject: Security Permission for Revising a Closed Quote in CE

I have a user who is trying to Revise a Closed Quote and it keeps giving him a permissions error and won't let him proceed - we can use the Revise button as System Administrator with no problem.  I have searched the security roles/permissions and cannot find a setting specific to Revise a Quote - does anyone know the correct security setting required to allow our users to revise a Closed quote?

Thanks,
Jeff

------------------------------
Jeff Maynard
VP of Administration
Cope Plastics, Inc.
Alton IL
------------------------------

Marc - we made this security change and it is working now - thanks!!!

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Jeff Maynard
VP of Administration
Cope Plastics, Inc.
Alton IL
------------------------------

Original Message:
Sent: Jun 15, 2022 08:39 AM
From: Marc Longtin
Subject: Security Permission for Revising a Closed Quote in CE

Hi Jeff, 

In order to "Revise" a quote the user should have the "Override Quote Pricing" permission I beleive. Did you try that?

------------------------------
Marc Longtin
Hilo Énergie
Montréal QC

Original Message:
Sent: Jun 14, 2022 11:43 AM
From: Jeff Maynard
Subject: Security Permission for Revising a Closed Quote in CE

I have a user who is trying to Revise a Closed Quote and it keeps giving him a permissions error and won't let him proceed - we can use the Revise button as System Administrator with no problem.  I have searched the security roles/permissions and cannot find a setting specific to Revise a Quote - does anyone know the correct security setting required to allow our users to revise a Closed quote?

Thanks,
Jeff

------------------------------
Jeff Maynard
VP of Administration
Cope Plastics, Inc.
Alton IL
------------------------------