If you use any of the new Microsoft solutions/apps for Field Service, Customer Service, PSA, or marketing, you will notice some new roles appear in your security role list that contain the works “app access.” We’ve discussed all of the reasons that model-driven apps may not work correctly for users. The most common reason is […]
So you want to give users who are not system administrators the ability to manage roles for other users, but you don’t want to give them the ability to elevate their own roles? How do you allow users to manage other users’ roles without promoting themselves to system administrator? In the role for the user […]
It’s been a while since we had a truckstop but Larry “Tex” Lentz keeps asking questions on behalf of some mysteryous “students”. Let’s stop and listen. How can one tell if a security role is a copy and which role it’s a copy of? Feridun “Best Twitter Handle for CRM MVP” Kadir closed the discussion […]
Both, year 2015 and Microsoft Dynamics Marketing 2015 are in full swing by now. What’s more, MDM trials can now be easily provisioned (just select one of the marketing roles and follow the wizard). tl;dr If you are missing a menu item, a link or an option in MDM, try selecting a different user role […]
New day, new tip, new feature. Today we are proud to introduce new category for our daily tips: Tipping Truckstop. This is where fellow tipping truckies get together to discuss topic du jour and add some collective wisdom to complex and often contentious but always fascinating world of Dynamics CRM. Without further ado. Today at the […]
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 […]
If you frequently modify security role and your wrist hurts because of all tiny mouse movements, there are some undocumented explicit links on the role dialog that could make your life much easier. Clicking on the entity name (e.g. Account) will cycle all privileges for this entity (i.e. Create, Read, etc) through all access levels […]
It’s a reasonably well-known fact that recreating roles from scratch and adding all privileges to replicate one of the system roles is not the same as copying that system role. There are some hidden privileges that are not exposed via security dialog. This topic has been discussed and documented for CRM 4.0 and for CRM […]
Sometimes, especially when you upgrade CRM or you add new entities, one of your users may see an error message like this: This error means that the user’s security role is missing a permission required for the object they are trying to view or the action they are trying to do. In this example, the […]
Sometimes there is a requirement to stop users from being able to export CRM reports. Take away Export to Excel privilege and reports will be displayed without the export button. Dependency on Excel export privilege is, perhaps, a bit unintuitive, and the privilege covers not only Excel but other export formats as well. Privilege is […]
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