Dynamics 365 – You do not have {0} permission to access {1} records on Qualify Lead

by Ritchey Hazeu

When you try to Qualify your Lead your Dynamics 365 will quite often encounter the error: “You do not have {0} permission to access {1} records”

In our case the user did not have access to the Sharepoint Document Location entity. Also known as: the Document Location entity, which can be found in the Core records tab on the security role.

You can find which privilege your user is missing by clicking the F12 button and read the error message from the console!

Dynamics 365 – Edit button on Subgrid

by Ritchey Hazeu

If you’re missing the Edit button on a subgrid it is probably not related to the edit privilege of the entity you are trying to create.

After some research I found out that it is related to the Bulk edit privilege on the security role, which can be found in the Business Management tab:

After adding this privilege you can find the Edit button in your subgrid:

Hopefully this post will save you hours of searching!