Attach a File on a Note – Permission Issues

So, one of these days I had a pretty interesting case. Just to give you an overview, on-premise environment, custom security roles, activity feeds installed.

The issues was as follows:

Navigating to any of the main entities, going on the Ribbon and adding a file that way worked just fine.

Creating a note, then opening it and trying to add an attachment resulted in the following error:

image

Pretty interesting, so I go first to Notes, and the group permissions are as follows:

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Ok then, so the problem is not there. Just for kicks, I checked also the Append and Append To on the hosting entities (Case, Account, Contact). All looking good.

Last resort, let’s have a look at the logs then. Just to make your life easier, since tracing is not enabled by default on the server, there is nice free tool that allows you with a click of a button to enable/disable tracing, among other things. It is called Diagnostics Tool for Microsoft Dynamics CRM 2011 and can be found on Codeplex at

http://crmdiagtool2011.codeplex.com/

Once you’ve got a hold of the trace file, start looking for errors. It appears that this particular issue resulted in a message of: “Principal user … is missing prvReadmsdyn_PostAlbum privilege” message.

This is related to the Activity Feeds. Basically, what is requires is this: in the security role your user is in, go to the Custom Entities tab, and look for Profile Album entity. Make sure that Read is set to at least User.

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Now try adding a file again to an existing note. Everything works as expected.

Enjoy!

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