Troubleshooting: User needs read-write access to the CRM organization

 

Applies To: Dynamics CRM 2015

You don’t have sufficient permissions to access Microsoft Dynamics CRM. A CRM system administrator will need to do the following in the CRM application:

  1. Go to Settings > Security.

  2. Choose Users.

  3. Open the user record.

  4. Choose More Commands (More commands button) > Manage Roles.

  5. Make note of the role assigned to the user. If appropriate, select a different security role. Close the Manage User Roles dialog box.

  6. Choose Security > Security Roles.

  7. Choose the security role from step 4.

  8. Choose Core Records.

  9. Confirm that the Read permission for User Entity UI Settings is set to the User level (a yellow circle with a wedge-shaped segment).

    If the security role is missing this permission, the system administrator will need to change this setting by clicking or tapping on it.

User Entity UI settings

Note

If you have multiple security roles assigned, confirm that at least one assigned role has the User Entity UI Settings privilege set to the User level.

See Also

Manage security, users and teams

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