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 […]
After you CRM 2015 upgrade, the users, teams, and roles should now appear in the Settings area under “Security Management.” However, what should you do if the new security management section is missing? Create a solution containing your sitemap and export it out. Edit the sitemap and add the following subarea to the settings area: […]
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 […]
Usability of 1:1 relationships stretches far beyond UI candy. They can become a very useful tool that secures parts of the same logical record. For example, financial services company might use account entity to hold information about their customers but due to Chinese walls within the company, investment manager should not be able to access […]
The CEO Business Manager security role in the CRM has broad rights, almost as much as the System Administrator Role. No matter how forcefully you are told, don’t give this role to the owner of the business who is probably also paying the bills. Why? Because most likely, this person is the one that was […]
Executing real-time workflows has it’s own security setting. It is in addition to and separate from executing a background workflow. Open up the security role, move the Customization tab, scroll down to Miscellaneous Privileges and assign the appropriate scope.
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 […]
The only way to hide a form in CRM 2011 is to remove all security roles from the form. CRM 2013 adds ability to deactivate the form making it unavailable to all users. As expected, form list command bar now has Activate/Deactivate buttons to toggle the status. The buttons are “dumb”, they recognize neither the […]