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"User lacks privileges" error occurs in Resource Scheduling Optimization

Summary

This article helps administrators resolve errors with privileges in the Resource Scheduling Optimization add-in for Microsoft Dynamics 365 Field Service.

Symptoms

An optimization job fails with the "Related failed to update bookings" error message. When you go to the Bookings tab and search for failed bookings, they show a more detailed error message: "User lacks privileges."

Solution

Make sure your Resource Scheduling Optimization user has the correct security roles and column security profiles:

Security roles:

  • Resource Scheduling Optimization

Column security profiles:

  • Resource Scheduling Optimization - Administrator
  • Resource Scheduling Optimization - Dispatcher

Copy security user roles

  1. Sign in to your Field Service environment as an administrator.
  2. Go to Settings > Advanced settings > Security > Users and choose the Application Users view.
  3. Find the user named "Resource Scheduling Optimization," which the system created during deployment.
  4. Add the Created On column to identify when each Resource Scheduling Optimization user was created. Or, use Advanced Find to find users whose names contain "Resource Scheduling" and create a custom view.
  5. Verify that both Resource Scheduling Optimization users have the same roles, including "Resource Scheduling Optimization."

Copy column security profiles

  1. Sign in to your Field Service environment as an administrator.
  2. Go to Settings > Advanced settings > Security and choose the Column Security Profiles view.
  3. Use Advanced Find to find column security profiles associated with users whose names contain "Resource Scheduling."
  4. Add the Resource Scheduling Optimization users to the "Resource Scheduling Optimization - Administrator" and "Resource Scheduling Optimization - Dispatcher" column security profiles.
  5. Verify that the column security profiles have consistent permissions for both the old and new app users.

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