Customer Engagement & Dynamics CRM Forum

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  • 1.  Security Permission for Revising a Closed Quote in CE

    Posted Jun 14, 2022 11:43 AM
    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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  • 2.  RE: Security Permission for Revising a Closed Quote in CE

    Posted Jun 15, 2022 03:08 AM
    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.


    Thanks
    Jason


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    Jason McAndrew
    D365 Admin / Dev
    Sheffield, UK
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  • 3.  RE: Security Permission for Revising a Closed Quote in CE

    Posted Jun 15, 2022 08:39 AM

    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
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  • 4.  RE: Security Permission for Revising a Closed Quote in CE

    Posted Jul 18, 2022 05:42 PM
    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
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