Guido “Trekkie not Star Wars fan” Preite is not the man to puzzle easily but even he was confused: Someone faced this error before? “Assignee has insufficient privileges” when merging two contacts. The User is System Administrator and the same user is the owner of both records. No plugins running on the merge message. CRM […]
Another mini truck stop, this time to assist Dylan “Not a real Kiwi” Haskins preserve his sanity. tl;dr If a team has user-level privileges, members of that team will NOT have these privileges for the records owned by individuals and not the team. For example, if the team has a user-level create privilege then a […]
Way back in Tip 226, we talked about the sitemap privilege tag that can be used to hide sitemap subarea links for users that don’t have a specific entity permission. One thing that you should know is that the privilege tag is not honored by Dynamics CRM mobile apps. The rule of thumb is that […]
We are all familiar with the record privileges in Dynamics CRM. User-owned entities have 5 access levels (None, User, Business Unit, Parent: Child Business Units, Organization) while organization-owned entities have only two of those (Go/No Go). Then there are miscellaneous privileges and training documentation states that (highlight is mine): Each Security Role also includes miscellaneous […]
A question that is frequently raised in large enterprise deployments of Microsoft Dynamics CRM is can the local administrator and SQL SysAdmin permissions be removed from the installing user after the installation. The answer is “yes, but…” Yes, you may remove these permissions after the installation is complete. The user who performed the installation will […]
Before you can create the security architecture or manage your security, you need to know the terms: Privileges are the verbs in CRM: Create, Read, Write, Delete, Append, Append To, Share, Assign. Access levels, from most to least generous: organization, parent-child business unit, business unit, user, none. Entities are the units to which a security […]
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