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I am a newbie to CRM and I am beginning the process of defining our security roles for the different user groups within our firm. One thing I would like user to be able to do is to edit their own work hours. I have looked for a post addressing this issue and tinkered as much as I know how but have not found a solution.
When I log in to CRM as one of our standard users, it won't let him alter his work hours (See Figure 1). Below is a clip showing the only setting I found that I thought would accomplish this -- in Service Management (see figure 2) -- but this doesn't seem to help (if I've set it up correctly).
Is there a way to accomplish this? If so, how?
Ladies and gentlemen,
Thanks for your input, but after a "duh" moment, I finally found the problem. When I created all my user accounts (we're not live yet), I created them with an Access Level of "Read". Changed it to "Read-Write" and suddenly, my problem was solved. Imagine that. ;o)
Try giving User Level privilege on Create and Write for Calendar entity and then check if users can edit their own work hours or not.
Microsoft Dynamics CRM
Thank you for your reply. Unfortunately, that doesn't work. The system will not allow me to change the access for Calendar to User-Level privilege. It will only let me set it for Business Unit or greater. I tried setting access to Organization for all functions on Calendar just to see what would happen, and it had no affect.
I'm very confused as to what I'm doing wrong. I have not problems making the change with Sys Admin access.
UPDATE: I gave a user the SAME security profiles that I have assigned (which give me access to EVERYTHING) and STILL that user cannot edit their own (or anyone else's) Work Hours.
No I'm even more confused that usual. Any ideas what I'm missing here?
Are the users in the same Business Unit?
Just provide Organization Level Read privilege to the 'Service' entity.
You should be good to go.
As suggested by Karth, Have you tried giving Organizational Level Read privilege to the Service entity ?
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