Tech Crazy Zone: Dynamics CRM Field Service Journey 2 – Fix “lack of permission, In order to use an Azure subscription” issue

When we start configuring connected field service it needs Azure subscription to retrieve messages from IoT devices and after run the logic app it will create appropriate work orders to continue work in CRM.

There is descriptive installation steps for connected field service in following link.

Beginning of the connected field service: https://docs.microsoft.com/en-us/learn/modules/get-started-with-connected-field-service/1-connected-field-service-overview

Setting up azure subscription: https://docs.microsoft.com/en-us/learn/modules/get-started-with-connected-field-service/3-install-connected-field-service

There are two different options in the Azure subscription setup window,

       1. Configure existing Azure subscription: In this configuration you can use your existing Azure subscription for connected field service

       Tip: when adding existing subscription: use account in “onmicrosoft” tenant otherwise it will give you error message your account is not in onmicrosoft tenant.

        2. Create Azure subscription using onmicrosoft account and use it for connected field service
Most of trial users use this method to create azure subscription and use it for connected field service.

         In this method you have to create azure subscription using onmicrosoft account which used for Dynamic CRM.

When you setting up the azure subscription you may end up with following error message

“Lack of permissions. In order to use an Azure subscription to deploy Connected Filed Service solution you need to have Owner access level”

How to setup Azure subscription to use for connected field service. There are several ways to add ownership to the Azure subscription. You can follow following steps to configure ownership before configuring connected field service

Step 1: Go to Azure portal (https://portal.azure.com/) and create free account using your onmicrosoft account

Step 2: Start trial – go the Azure portal and then Security Center (left menu) then go the “Getting started” and click on “Start trial” button

Step 3: Install Agents – After you start trail you can see there is another tab enable getting started called “Install Agents” (if you cant see the tab refresh and navigate back). Select your subscription and click on “Install agents” button.

Step 4: Go to Identity & Access – After install agents refresh the page and go to "Security Center" then "Identity & Access (preview)"

Step 5: Click on “Designated more than one owner on your subscription” then click on “Free Trial”

Step 6: Then click on “Role assignments” tab and click on “Add” button. Then select “Owner” as role and select your account as member then “Save”.

Step 7: Then go back to connected field service wizard and select your CRM organization, then select Azure subscription after that select “Resource group location” and give “Resource group name” and complete the setup.