A Guide On Dynamics 365 Sales Lead Troubleshooting (For Administrators)

Use the following list of troubleshooting topics to quickly find information to solve your Dynamics 365 Sales lead-related issues.

Lead Qualification Issues and Resolution

Issue:- Insufficient permission or access denied error when a user is trying to qualify a lead.

Scenarios:- How you resolve the error depends on the following ownership scenarios for the lead records.

1. The lead that the user is trying to qualify is in their business unit.
2. The lead is owned by the user trying to qualify it.
3. The lead that the user is trying to qualify is in their organization.

Resolutions:-

Scenario 1: The lead that the user is trying to qualify is in their business unit.

Step 1:- Navigate to Settings -> Security -> Security Roles.

Step 2:- Open assigned user security role. (In our case security role is “Sales Person”).

Step 3:- On Core Record tab Assign Create, Read, Append, and Append To permissions to the user ’s Security Role at Business Unit level on the following entities:

a. Account

b. Contact

c. Lead

d. Opportunity

Step 4:- Assign Read access to any custom entity on Custom Entities tab.

Step 5:- Assign Read access to Attribute Map, Customization’s, Entity Map on Customization tab.

Scenario 2:- The lead is owned by the user trying to qualify it.

Step 1:- Navigate to Settings -> Security -> Security Roles.

Step 2:- Open assigned user security role. (In our case security role is “Sales Person”).

Step 3:- On the Core Records tab, assign Create, Read, Append, and Append To permissions to the Security Role at User level on the following entities:

a. Account

b. Contact

C. Lead

d. Opportunity

Step 4:- On the Customizations tab, assign Read access to Attribute  Map, Customizations,  Entity and Entity Map.

Step 5:- Assign Read access to any custom entity On the Custom Entities  tab.

Scenario 3:- The lead that the user is trying to qualify is in their organization.

Step 1:- Navigate to Settings -> Security -> Security Roles.

Step 2:- Open assigned user security role. (In our case security role is “Sales Person”).

Step 3:- Assign Create, Read, Append, and Append To permissions to the user’s Security Role at Organization level on the following entities:

a. Account

b. Contact

c. Lead

d. Opportunity

Step 4:- Assign Read access to any custom entity On the Custom Entities tab.

Step 5:- On the Customization tab, assign Read access to Attribute  Map, Customization’s,  Entity and Entity Map.

I hope this will help you.

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