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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... Continue Reading →
CRM 2013 Client for Outlook configuration
Recently I was trying to set-up a client’s Outlook to connect to a CRM 2013 instance. The user is in a new security role customized specifically for this group of users. First hurdle encountered was clearly described as a permission issue: “Principal user is missing prvReadUserSettings privilege.” The fix for this is to go into... Continue Reading →
Attach a File on a Note – Permission Issues
So, one of these days I had a pretty interesting case. Just to give you an overview, on-premise environment, custom security roles, activity feeds installed. The issues was as follows: Navigating to any of the main entities, going on the Ribbon and adding a file that way worked just fine. Creating a note, then opening... Continue Reading →