{"id":10639,"date":"2017-10-27T19:15:34","date_gmt":"2017-10-27T13:45:34","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=10639"},"modified":"2017-10-27T19:15:34","modified_gmt":"2017-10-27T13:45:34","slug":"unable-to-create-voc-surveys-in-dynamics-365","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2017\/10\/unable-to-create-voc-surveys-in-dynamics-365\/","title":{"rendered":"Unable to create VOC Surveys in Dynamics 365"},"content":{"rendered":"<h2 style=\"text-align: justify;\"><strong>Introduction:<\/strong><\/h2>\n<p style=\"text-align: justify;\">Recently we had a business requirement to send VOC surveys that needed to be sent from the users having Sales Person role.<\/p>\n<p style=\"text-align: justify;\">We had placed a button on the opportunity form as shown in the screenshot below;<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2017\/10\/12.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-10640\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2017\/10\/12.png\" alt=\"Unable to create VOC surveys in Dynamics 365\" width=\"654\" height=\"315\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">On the click of this button, we are creating an email with the link to the survey provided in the email.<\/p>\n<h2 style=\"text-align: justify;\"><strong>Missing read privileges Error:<\/strong><\/h2>\n<p style=\"text-align: justify;\">This functionality was working fine if the logged in user had System Administrator role.<\/p>\n<p style=\"text-align: justify;\">However, when we tried this for the Sales Person role, we were getting an error.<\/p>\n<p style=\"text-align: justify;\">We had an action executed on click of the button, and the action was throwing an error.<\/p>\n<p style=\"text-align: justify;\">We looked into the plugin trace log and the below error was seen.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2017\/10\/22.png\"><img decoding=\"async\" class=\"aligncenter  wp-image-10641\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2017\/10\/22.png\" alt=\"\u201c&lt;Message&gt;Unexpected exception from plug-in (Execute): IKL.CRM.Workflow.SendVocSurvey: System.Activities.InvalidWorkflowException: Execute &gt;&gt; RetriveRecords &gt;&gt; Principal user (Id=c21ac18a-c81d-e711-80e5-3863bb356f78, type=8) is missing prvReadmsdyn_survey privilege (Id=8cd315a5-24fe-44ff-9459-0b940d58353a)&lt;\/Message&gt;\" width=\"783\" height=\"336\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">The error was<\/p>\n<p style=\"text-align: justify;\"><strong>\u201c&lt;Message&gt;Unexpected exception from plug-in (Execute): IKL.CRM.Workflow.SendVocSurvey: System.Activities.InvalidWorkflowException: Execute &amp;gt;&amp;gt; RetriveRecords &amp;gt;&amp;gt; Principal user (Id=c21ac18a-c81d-e711-80e5-3863bb356f78, type=8) is missing prvReadmsdyn_survey privilege (Id=8cd315a5-24fe-44ff-9459-0b940d58353a)&lt;\/Message&gt;\u201d <\/strong><\/p>\n<p style=\"text-align: justify;\">It meant that there were missing read privileges for the survey. We gave the Survey User role to the user, but still, the issue was not resolved.<\/p>\n<p style=\"text-align: justify;\">Then we gave the Azure deployment read privilege to the Survey user role, and it did the trick.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2017\/10\/32.png\"><img decoding=\"async\" class=\"aligncenter  wp-image-10642\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2017\/10\/32.png\" alt=\"Azure deployment read privilege to the Survey user role\" width=\"802\" height=\"152\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Voila, the issue was resolved.<\/p>\n<p style=\"text-align: justify;\">Hope this helps!<\/p>\n<p style=\"text-align: justify;\"><a href=\"http:\/\/www.maplytics.com\/\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-6803\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2015\/07\/Effectively-Manage-Sales-Territories-on-a-map-within-Microsoft-Dynamics-CRM.png\" alt=\"Effectively Manage Sales Territories on a map within Microsoft Dynamics CRM\" width=\"800\" height=\"200\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: Recently we had a business requirement to send VOC surveys that needed to be sent from the users having Sales Person role. We had placed a button on the opportunity form as shown in the screenshot below; On the click of this button, we are creating an email with the link to the survey\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2017\/10\/unable-to-create-voc-surveys-in-dynamics-365\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":10645,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[16,19,64],"tags":[1799,1800],"class_list":["post-10639","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dynamics-365","category-dynamics-crm","category-voc","tag-voc-survey","tag-voc-survey-error"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/10639","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=10639"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/10639\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media\/10645"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=10639"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=10639"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=10639"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}