Error message when you create a related record from a custom entity in Microsoft Dynamics CRM 3.0: "Insufficient Permissions. The logged-on user does not have the appropriate security permissions to view these records or perform the specific action"

When you create a related record from a custom entity in Microsoft Dynamics CRM 3.0, you receive the following error message: For example, this problem occurs when you create a related opportunity from a custom entity record.

This problem was corrected in Microsoft Dynamics CRM 3.0 Update Rollup 3.
For more information, click the following article number to view the article in the Microsoft Knowledge Base:

Hotfix information

A supported hotfix is available from Microsoft. However, this hotfix is intended to correct only the problem that is described in this article. Apply this hotfix only to systems that are experiencing this specific problem.

If the hotfix is available for download, there is a "Hotfix download available" section at the top of this Knowledge Base article. If this section does not appear, submit a request to Microsoft Customer Service and Support to obtain the hotfix.

Note If additional issues occur or if any troubleshooting is required, you might have to create a separate service request. The usual support costs will apply to additional support questions and issues that do not qualify for this specific hotfix. For a complete list of Microsoft Customer Service and Support telephone numbers or to create a separate service request, visit the following Microsoft Web site: Note The "Hotfix download available" form displays the languages for which the hotfix is available. If you do not see your language, it is because a hotfix is not available for that language.

File information

The English version of this hotfix has the file attributes (or later file attributes) that are listed in the following table. The dates and times for these files are listed in Coordinated Universal Time (UTC). When you view the file information, it is converted to local time. To find the difference between UTC and local time, use the Time Zone tab in the Date and Time item in Control Panel.

Microsoft Dynamics CRM 3.0 server

Microsoft Dynamics CRM client for Microsoft Office Outlook

Microsoft Dynamics CRM client for Microsoft Office Outlook Compatibility Update

Installation information

Install this hotfix on computers that are running the Microsoft Dynamics CRM 3.0 server components and the Microsoft Dynamics CRM laptop client for Microsoft Office Outlook.

Prerequisites

You must have Microsoft Dynamics CRM 3.0 installed to apply this hotfix.

Restart requirement

If you are prompted to restart the computer, you must restart the computer after you apply this hotfix.

Removal information

To remove this hotfix from a computer that is running Windows Server 2003, Windows XP, or Windows 2000, use Add or Remove Programs in Control Panel. System administrators can use the Spuninst.exe tool to remove this hotfix from a computer that is running Windows Server 2003, Windows XP, or Windows 2000.

The Spuninst.exe tool is located in the %Windir%\$NTUninstallKB946130$\Spuninst folder. For more information, click the following article number to view the article in the Microsoft Knowledge Base:

Steps to reproduce the problem

1. Create a referential relationship between a contact and a custom entity. Make sure that the contact is the primary entity. Make sure that the custom entity is the related entity.
2. Create a referential relationship between the custom entity and an opportunity entity that contains a customer field.
3. Map the new_contactid attribute of the custom entity to the customer attribute of the opportunity entity.
4. Specify a privilege that is not the None Selected privilege for the custom entity of the security role. For example, you can specify the User privilege for the custom entity.
5. Specify the None Selected privilege for the account entity of the security role.
6. Assign the security role to a user.
7. Log on to Microsoft Dynamics CRM 3.0 as the user.
8. Create a contact.
9. In the contact form, create an instance of the custom entity.
10. Create an opportunity from the instance of the custom entity.

For more information about software update terminology, click the following article number to view the article in the Microsoft Knowledge Base: