Insufficient Permissions when do Bulk Edit – Dynamics 365 CE

Hi Everyone,

Today one of the users reported that Bulk Edit is not working for him and getting Insufficient Permissions as below.

Somehow, our gut feeling was this would be pretty sure a Security Role issue and we were right.

Open Security Role –> Core Records –> User Entity UI Settings –> Give the privilege (as this user level, this will accept only User level depth).

Hope this helps.


Happy 365’ing
Gopinath.

Minimum privileges required to access CRM application

Hi,
 
Today we have a created a new security role in CRM and faced issues when we assigned it to the users.
 
Here is the list of minimum privileges required to access CRM application
 

Entity Name Privilege(s)    Access Level Security role “Tab” Name
User Entity UI Settings Create, Read, Write User Core Records
User Settings Read User Business Management
Customizations Read Organization Customization
System Form Read Organization Customization
View Read Organization Customization
Web Resource Read Organization Customization
  • To render the Home page: prvReadWebResource, prvReadCustomization
  • To render an Entity grid (that is, to view lists of records and other data): Read privilege on the entity, prvReadUserSettings, prvReadQuery
  • To view single Entity in detail: Read privilege on the entity, prvReadSystemForm,  prvCreateUserEntityUISettings, prvReadUserEntityUISettings

Hope this helps.
 

Happy CRM’ing
Gopinath