What’s going on with the “Read-only: You don’t have access to edit Cases.”?
During migration of Dynamics 365 on premise to online, we ran in to an issue that prevented us from creating or editing cases stating “Read-only: You don’t have access to edit Cases.”.
Our first thought was that this was somehow related to licensing, which shouldn’t be as cases our part of the standard CDS model now.
After further investigating of the case entity settings. We noticed that the “read only on mobile” flag was checked. As this was also the case in their on-premise environment it got migrated with the entity metadata.
How to solve it
After unchecking the “read only on mobile” flag. The message “Read-only: You don’t have access to edit Cases.” Disappeared. And we are able to create and update cases as we would expect.
Important side note, is that we couldn’t change this setting from the new editor experience in the make portal. As this setting isn’t available there (yet?)…
What is causing this? (Work In Progress)
Well the jury is still out on this one…
I expected that the code that is responsible to detect which UI you are using, identifies the Unified Interface as mobile. But when I check the feedback from “Xrm.Utility.getGlobalContext().client” it appears to be identified correctly.
I didn’t had the chance to have a closer look and analyze how exactly they determine when the mobile read-only should kick in.
Once I’ve had the chance to have a closer look I will post my finding here. Or even beter If anyone has an answer please comment below ☟.
In our case, the issue was that a virtual entity was created without the data source specified. this seemed to cause it to default to read-only permissions. we had to delete and recreate the virtual entity, specifying the proper data source. Read-only can also happen if an entity is marked as "read-only In unified client".
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