mscrm-addons.com logomscrm-addons.com logo
  • Release History
  • Knowledge Base
  • Documentation
  • Contact Support
  • Release History
  • Knowledge Base
  • Documentation
  • Contact Support
home/Knowledge Base/DocumentsCorePack(DCP)/How to handle DocuSign error “User lacks permission”

How to handle DocuSign error “User lacks permission”

2914 views 0 Updated on October 9, 2024

This error message [Docu-Sign-Error: Error calling Login: “This user lacks sufficient permissions to access this resource.“] can appear for current unknown reason even when the user exists on the DocuSign side and has enough permissions. If the issue still appears, then this fix could solve the problem.

Download and import the latest version of DocumentsCorePackServerCoreDocuSign from here.

Go in your Dynamics 365 to Settings > Processes.

Figure 1A : Dynamics 365 Settings
Figure 1B: Dynamics 365 Settings (New Look)

Open the DCP DocuSignAction_Default and deactivate the action.

❶ Then select the step “Update envelope” and click on “Set Properties“.
❷ Set the property “Login fallback for SOBO” to true.
❸ Click on save and close and then activate the action.


Figure 2: Set Custom Step Input Properties

Now the correction is active and the issue should be solved.

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

Was this helpful?

Yes  No
Related Articles
  • What are the safest and fastest ways to automate document creation in Dynamics 365?
  • Why do document errors and inconsistencies increase as teams scale in Dynamics 365?
  • “Recipients not found” warning when using One-Click-Action
  • What makes a Dynamics 365 add-on easy for partners to recommend in every deal 
  • Enhancing data security for DCP and AE using a virtual network
  • Security issues when installing DocumentsCorePack (Defender)
Leave A Comment Cancel reply

You must be logged in to post a comment.

Latest Articles
  • What are the safest and fastest ways to automate document creation in Dynamics 365?
  • Recap: Canadian Power Platform Summit 2026
  • What makes a partner tool defensible during budget pushback?
  • What are safe ways to reduce Dynamics 365 storage without deleting records? 
  • Why do document errors and inconsistencies increase as teams scale in Dynamics 365?
Popular Articles
  • DocumentsCorePack Template Designer – Getting Started
  • Step-by-Step: How to configure a One-Click-Action
  • Application Access for Dynamics 365
  • How licenses are counted
  • How to find your environment’s unique name in Microsoft Dynamics 365
Top Rated Articles
  • “Undefined”-labels in Chrome and Edge 114 and higher
  • How to insert Condition Fields in DocumentsCorePack Templates designer
  • Important information for Dynamics 365 online customers using DocumentsCorePack and/or AttachmentExtractor
  • How to activate the DocumentsCorePack Connector for PowerApps & Microsoft Flow
  • How licenses are counted
Categories
  • *News and General Infos* 73
  • Webinars 47
  • Template Designer(DCP 197
  • DocumentsCorePack(DCP 269
  • TelephoneIntegration (TI 65
  • AttachmentExtractor (AE 79
  • PowerSearch (PS 50
  • ActivityTools (AT 61
  • SmartBar (SB 54
  • GroupCalendar (GC 47
Our Vision

“We see it as our purpose to provide products that simplify and speed up our customers’ Microsoft Dynamics 365 experience.”

Knowledgebase
LogIn
mscrm-addons.com
  • Products
  • Online Shop
  • Downloads
  • My Account
About Us
  • About Us
  • Case Studies
  • Newsletter
  • Partner Program
  • Contact
Support
  • Support
  • Terms & Conditions
  • Documentation
  • Webinars
  • Legal Documents
  • Impressum
  • Cookies
  • © 2025 www.mscrm-addons.com. All Rights Reserved.