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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / User are unable to cre...
Customer experience | Sales, Customer Insights,...
Answered

User are unable to create Quote from Opportunity when Source Campaign Field is filled

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Posted on by DynamicsNik 67

Hey community,

we discovered a problem in a client project, we can not explain. Moreover we could not find any documentation that explained the problem.

Set up:

- Dynamics Sales environment where every user can view, write, create accounts, contacts, opportunities, Quotes and Orders

Problem: 

- User tried to create a quote from an opportunity which is linked to a source campaign

- User got an error message "access denied"

- When we deleted the link in the opportuntiy to the source campaign, user were able to create quotes

Question:

Can anyone explain the link between opportunity, quote and source campaign? Are access right needed to campaign entity ?

Categories:
Leads or Opportunities
Quotes / Orders / Invoices
  • Verified answer
    KK-365 Profile Picture
    KK-365 1,010 on at
    RE: User are unable to create Quote from Opportunity when Source Campaign Field is filled

    Try making the append and appendto privlidges to Organisation level. It should work.

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,958 Moderator on at
    RE: User are unable to create Quote from Opportunity when Source Campaign Field is filled

    Hi,

    You should check browser developer tool Network tab to get the exact missing privilege name.

  • DynamicsNik Profile Picture
    DynamicsNik 67 on at
    RE: User are unable to create Quote from Opportunity when Source Campaign Field is filled

    Hi Kapil,

    good guess! The affected user has a security with the following security rights:

    pastedimage1660127665610v1.png

    do they need append and append to on organizational level?

    Hi Bipin,

    with system admin role, there are no problems

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,958 Moderator on at
    RE: User are unable to create Quote from Opportunity when Source Campaign Field is filled

    Hi,

    Have you tried creating quote with system admin role user to check if it has anything to do with security role of the user?

  • Suggested answer
    KK-365 Profile Picture
    KK-365 1,010 on at
    RE: User are unable to create Quote from Opportunity when Source Campaign Field is filled

    Please check the security role of the user .

    Specially for the campaign entity, Please check the append and append to security rights for the roles assigned to user.

    Please mark this answer verified if this solve your problem.

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