{Dynamics 365} Minimum privilege required for Lead qualification

In this blog I will discuss about the minimum privilege required for Lead Qualification. As we already know when we qualify a Lead record Opportunity, Account and Contacts gets created in system.

We have different scenarios which will be applicable for any project requirement when we talk about Lead qualification

1. The lead is owned by the user trying to qualify it.

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

• Account
• Lead
• Contact
• Opportunity

On the Customizations tab, assign Read access to Attribute Map, Customizations, Entity, and Entity Map.

2. The lead that the user is trying to qualify is in their business unit.

Assign Create, Read, Append, and Append To permissions to the user’s Security Role at Business Unit level on the following entities:

• Account
• Lead
• Contact
• Opportunity

Assign Read access to Attribute Map, Customizations, Entity, and Entity Map.

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

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

• Account
• Lead
• Contact
• Opportunity

Assign Read access to Attribute Map, Customizations, Entity, and Entity Map.

Hope this helps!

Reference

https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/ts-leads#lead-qualification-issues-and-resolution-for-system-administrators