Monday, January 12, 2015

How to fix: Insufficient Permissions issue in CRM 2013

Insufficient Permissions

You do not have permission to access this record. Contact your Microsoft Dynamics CRM Administrator.

Fortunately, you are reading a blog and you do have permissions to read on :)

Turn on CRM tracing and you will be able to point out the specific error.

Well in my scenario, we had upgraded from CRM 2011 to Dynamics CRM 2013 and when my users tried to access Account or Contact records, they received this error. Even when they had read permissions on them.

I initially thought may be it is something to do with the Append and Append To privileges. So I pumped them up but to no gain.

You need to provide the following permission to Opportunity Relationship as show in the image below:

Organization level access rights on

  • Read
  • Append and
  • Append To

User level access rights on

  • Create
  • Write and
  • Delete

Provide Organization level Read access to Process Configuration which you can find on the Customization Tab of Security Role.

Turns out CRM 2013 requires this setting explicity which was available in CRM 2011 previously. For more information read Security Role UI Mapping