Hierarchical Visualization and permissions

I’ve seen a few questions recently about environment upgrades to Dynamics CRM 2015, or new security roles created where users do not have access to see the new hierarchical visualization offered by the platform. A user would for example navigate to Accounts and see a view just like in the previous versions, without the visualization links.

image image

The reason for that is because, in the security role(s) the user belongs to, he/she does not have permission to see this.

The setting is located in the specific role, on the Customization tab. It is called Hierarchy Rule. You must give the users at least Read permission for them to be able to see it. Or alternatively, remove the Read permission to not show it.

image

This seems to be the missing link, as it’s not captured in a lot of blogs referring to this feature.

Refer to this post for additional details on hierarchical visualization features and it’s limitations:

http://thecrmwiz.com/2015/01/30/hierarchical-visualization-features-limitations/

Enjoy!

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

A WordPress.com Website.

Up ↑

%d bloggers like this: