Error when qualifying a lead in CRM 2011 - dynamics-crm-2011

I have one user that has problem converting a Lead from an E-Mail.
The error she gets is this one:
Have you ever seen it before?

There must be a permission issue due to which the CRM is unable to retrieve data.
Check the Append Permission or read permission of the records which is used in the email. Most Probably it must be from user contact, or account

Related

Email Attachments to SharePoint Document Library - Error

I have this weird problem when I try to use a simple default flow template to save email attachments to the company main SharePoint site: company.sharepoint.com (not subsite).
So I get started, by taking all the defaults of this flow, however, once i get to the point of providing the site address and document library path I get the error highlighted in red.
Where I get confused is that when I create a subsite like company.sharepoint.com/sites/testsite I enter the subsite address and the folder path automatically populates the folder structure for me to pick where I want to save such attachment.
I have given full owner permission to this test account with same results. So permission is not the problem.
My question is, could it be I'm using the wrong flow to save to a main SharePoint site? or this is something not allowed?
You could check the connector and recreate a new connection to SharePoint.
In many cases, an error code of 403 appears in a flow fail because of an authentication error. If you have this type of error, you can usually fix an authentication error by updating the connection, please make sure you have update the connection.
You could refer to this article.
Just in case anyone has a similar problem, the account to which you are creating a power automate flow must be a site collector to the root SharePoint site.

Invitation list for user no Invitation Object

I was trying to get a list of invitations of the requesting user assuming that the user already invited as teacher/student from a certain class. Using the Try this API with a userId of "me", but the response is:
{"nextPageToken": "IgIQAg"}
I'm expecting to get all the invitations of the requesting/authenticated user. Any idea?
Looks like what you are experiencing might in fact be a bug.
There is this open issue on Google's Issue Tracker with regards to it. I suggest you star this issue here and eventually add a comment saying that you are affected by it.
Moreover, I suggest you double check if the user on behalf of which you are making the request does indeed have any invitations.

Failing assign permissions to user SharePoint 2010

Very odd problem occurs when I try to assign permissions to a single user by using the name picker. I have two users that has similar names: Jason Hillmer and Jason Hill.
When permission is assigned to Jason Hillmer everything is working as expected, but when trying to assign any permission to Jason Hill it fails saying: "The user does not exist or is not unique.". I've checked into the database from which SharePoint 2010 sources the users and they are totally different, with different emails, last names, usernames and so on.
Actually I don't have any way to grant access to Jason Hill into SharePoint website.
Does anybody know how to solve this problem? Is there a way to trick the system? And I would like to know WHY this problem occurs when we have two totally different users, even if they have similar names...
Regards,
Martin
Generally when you receive the "does not exist or is not unique" message, you can click the underlined name to see available options and choose the correct user.
Another way to accomplish the same would be to type in the user's email address or login instead of their "friendly" display name, since those unique values should resolve to the correct account immediately.

How to allow a user with read access to respond to a Sharepoint 2013 Survey?

How to allow a user with read access to respond to a Sharepoint 2013 Survey ?
I have tried with the read access only, but its not able to get the "respond to survey" link. I have also tried the "contribute access" option also and this time, I have got the button "Respond to Survey". When I tried to fill the survey details and click submit, I'm getting an access denied error message.
You cannot add items to a list (usually what is meant when you say "respond to a Sharepoint survey") with only Read permissions. Users will need either Contribute permissions or a custom permission level that includes Add Items. It is also important to distinguish the site or list that you're setting permissions for: when you say that you have "contribute access", you may only have set Contribute permissions for your site. You need to set it for the list that contains the survey results.
Lists usually inherit permissions from their parent sites, but it is often prudent to stop inheriting and set custom permissions on lists (like surveys) that everyone will need to contribute to. That will keep users in other directorates/groups/teams from mucking with the Shared Documents library (and many other things) of whatever directorate/group/team is hosting the survey.
Lists can be set up to handle access requests so that the "access denied error message" you received will include a link to request access. This may be a feature to consider on your survey to simplify the resolution of future permission errors.

How to find which security permission is preventing a user from doing something

Dynamics CRM 2011 on premise.
I have a plugin that adds some buttons to the ribbon on the case/incident form.
Different users have different security permissions.
The buttons are enabled for all users.
When some users press the buttons they perform the expected operations.
When other users press the buttons they do not seem to do anything.
Other than permissions, I think everything else is the same for the users.
How can I find which permission(s) are causing the problem?
(Also, shouldn't CRM say something if permissions are blocking a user from doing something? We don't get an error.)
The Xrm Tool Box has an access checker that would help in this situation.
The way security works in CRM when querying data is that you do get an exception if the user attempts to perform a select on an entity that they have no read rights at all for. But, if the use has rights to view only records that they own, they'll get an empty result set if they attempt to query records they don't own. I'm guessing that's what's going on here, is that they're attempting to query data that the have read rights for, but not at the Organization level, or whatever the exact level that they need.
From Suumit Bhatanagar at https://community.dynamics.com/crm/f/117/p/113149/228873.aspx
You may collect verbose level of traces , would direct you in the right direction. Simply reproducing the issue by clicking on the button and then stop the traces.
For traces , you may look into : http://support.microsoft.com/kb/907490
From DavidJennaway at http://social.microsoft.com/Forums/en-US/55c22571-0187-4a64-9cc1-94954fa8bdf7/how-to-find-which-security-permission-is-preventing-a-user-from-doing-something
Enable tracing and the trace log will indicate the privilegeid and systemuserid - you can then lookup the privilegeid in the privilege entity.
Be aware that the trace log will record all instances where a user doesn't have permission - this includes the scenario where CRM checks if a user has any permission on an entity to decide if the entity should be shown in the UI
From Roshan Mehta at http://social.microsoft.com/Forums/en-US/55c22571-0187-4a64-9cc1-94954fa8bdf7/how-to-find-which-security-permission-is-preventing-a-user-from-doing-something
Check the Event Viewer. This usually gives sufficient information about missing privileges when a plugin fails to run under user context.
Alternatively, you can run the plugin under SYSTEM context in which case this error will not occur. To do this, pass a null value into the CreateOrganizationService method when instantiating service objects in your plugin.
From Imran I Abbasi at http://social.microsoft.com/Forums/en-US/55c22571-0187-4a64-9cc1-94954fa8bdf7/how-to-find-which-security-permission-is-preventing-a-user-from-doing-something
David is right, there isn't any easier way to get to the root of your issue. Enable tracing and then use privilegeId (a GUID) from tracing file against Privilege entity in database to get details of missing privilege. To simplify your quest, you can use TraceLogViewer to filter your log file and get only the errors. Here is the link: Trace Log Viewer
And here are the steps to enable tracing in crm 2011
here are the steps
1- -> Start -> run -> regedit.exe
2- HKEY_LOCAL_MACHINE > SOFTWARE > Microsoft > MSCRM
3- Add new keys
TraceEnabled
TraceRefresh
DWORD, value = 1

Resources