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Unable to create VOC Surveys in Dynamics 365

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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;

Unable to create VOC surveys in Dynamics 365

On the click of this button, we are creating an email with the link to the survey provided in the email.

Missing read privileges Error:

This functionality was working fine if the logged in user had System Administrator role.

However, when we tried this for the Sales Person role, we were getting an error.

We had an action executed on click of the button, and the action was throwing an error.

We looked into the plugin trace log and the below error was seen.

“<Message>Unexpected exception from plug-in (Execute): IKL.CRM.Workflow.SendVocSurvey: System.Activities.InvalidWorkflowException: Execute >> RetriveRecords >> Principal user (Id=c21ac18a-c81d-e711-80e5-3863bb356f78, type=8) is missing prvReadmsdyn_survey privilege (Id=8cd315a5-24fe-44ff-9459-0b940d58353a)</Message>

The error was

“<Message>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)</Message>”

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.

Then we gave the Azure deployment read privilege to the Survey user role, and it did the trick.

Azure deployment read privilege to the Survey user role

Voila, the issue was resolved.

Hope this helps!

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