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dwalzak
Level: Powered On

Crm instance does not have security roles defined for you.

I am getting this error when pulling data from Dynamics 365. Is there a solution to this issue?

1 ACCEPTED SOLUTION

Accepted Solutions
ScottRiddle
Level: Powered On

Re: Crm instance does not have security roles defined for you.

I am able to reproduce the issue. 

 

I removed all security roles from my account except for one to test with.

 

With Org Level Access Read to Opportunity

Flow fires correctly on Update of an Opportunity

 

Any other permission level (User Level) for Read to Opportunity

Flow fails with the 'Crm instance does not have security roles defined for you.'  I have permission to the record i updated via the CRM UI but Flow fails with the security error above.

 

It appears though without Org Level read access to the record type you want Flow to trigger on, Flow will fail.

 

View solution in original post

2 REPLIES 2
Community Support Team
Community Support Team

Re: Crm instance does not have security roles defined for you.

Hi @dwalzak,

 

Could you please share the detailed error message?

Is it the same as mentioned in the thread below?

https://powerusers.microsoft.com/t5/Connecting-To-Data/Crm-instance-does-not-have-security-roles-def...

 

Please share more details about when this error occurred, with which action, better a screenshot.

Just from the error message, I think you may need to verify the security roles for your account at the Dynamics 365 side.

Regards,

Michael

Community Support Team _ Michael Shao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
ScottRiddle
Level: Powered On

Re: Crm instance does not have security roles defined for you.

I am able to reproduce the issue. 

 

I removed all security roles from my account except for one to test with.

 

With Org Level Access Read to Opportunity

Flow fires correctly on Update of an Opportunity

 

Any other permission level (User Level) for Read to Opportunity

Flow fails with the 'Crm instance does not have security roles defined for you.'  I have permission to the record i updated via the CRM UI but Flow fails with the security error above.

 

It appears though without Org Level read access to the record type you want Flow to trigger on, Flow will fail.

 

View solution in original post

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