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After importing a security role from a CRM 2013 we started experiencing issues with the Account, contact, lead and a number of other forms not loading. No error messages. Just completely empty forms. When we changed the users to use System Administrator rights or other security roles the forms loaded again.
It turns out that we discovered a rather nasty bug i CRM 2015. If you enable Scripting debugging in the browser you'll notice that the following error is thrown "behind the scenes":
Error: Unable to get property 'ClientVariables' of undefined or null reference
After a lot of trial and error we concluded that the bug was caused by missing read privilege on the campaign entity. This bug also affects the "out of box" security roles that does not have read rights on the campaign entity. If you assign a user the Schedule Manager security role the user will experience the issue with forms that are not loading.
Hope MS will fix this issue in a coming rollup.
It seems like there might have been updates made to the permission mappings in the security roles. A few new entities have been introduced like product instance, property etc. in the Sales tab along with a few other changes across the other tabs. I faced a similar issue while trying to load Competitors and products. In my case I used one of the OOTB roles (since they get the appropriate permission updates as they are OOTB) as reference and modified the other custom security roles accordingly and got everything working.
I also had issues with the competitor entity like you describe. Turned out you had to have read privileges in the product, property and sales literature entities. I have been in contact with Microsoft regarding these security role issues and they are working on a fix. Even some of Out of box roles had issues due to this bug. Hopefully the fix will be included in the next rollup.
Do you know if Microsoft will be addressing this issue any time soon? I'm working on a 2015 deployment and have just come across this same issue. My problem is that some users will have a Basic license which means they should not have permissions to the Campaign entity. As a temporary measure, I have created a dedicated security role with User level Read permissions on the Campaign entity. I will have to assign this role to users until MS provide a fix.
The last I heard from MS was that they acknowledged that there is a problem. I hope it might be fixed in the latest bug fix release. I have not had time to look through the release notes.
We had the same issue for Campaign Entity form with custom Security role which had not privileges on Sales module entities.
We resolved it by giving read privileges for Product and Sales Literature Entity.
Hope fully this resolved your problem.
I am facing the similar issue while opening Product and Users Form. After granting the Read Permissions on Campaign and Sales Literature at Organization level, the restricted Security role users can open the Product Form but Users Form still has issue.
Is this a CRM 2015 Bug and reported to MS. When the Rollup is expected to release.
You just saved me a HUGE amount of time! thanks for posting this!
I have faced same issue for Account Form for a particular role. So resolved it by assigning read access on Campaigns under marketing.
I am having this same issue now using 2016 online. I added read permissions to the Marketing and Sales entities and still got the error. I spent hours going through all of the field relationships (N:1, 1:N and N:N) for the Case entity and verified the related entities all have at least User read permissions. I even created spread sheet to show me which entities I need to update permissions for and which tab they are under on the Security Roles. I verified 48 of the 59 relationships have the read permissions. The other eleven "entities" listed I can't edit permissions via the Security Roles screens.
Entities I can't find/edit: Activity Party, Bulk Delete Failure, Duplicate Record, External Party, Image Descriptor, Owner, Post Regarding, Post Role, Process Stage, Text Analytics Topic and User Entity Instance Data.
Does anyone have any suggestions on fixing this issue if it isn't Security Role Related?
I am having this issue with the Case entity.
The security role in question has Read to the Campaign, Sale Literature and Product entity.
What else could it be?
Mine was an online issue soI didn't have access to all of the Guids for the various privileges. I created a Service ticket with Microsoft to have them help me investigate.
I did a live session with a Support Specialist and they captured all of the relevant data at the time of the error.
In the end, there was one ReadOnly permission missing from the Core Language entity. This was not listed on any of the entity relationships so I hadn't updated it. Once I added that permission, the forms started working again.
ha! nailed it. Thanks Paul.
I also just noticed in the log the line "Principal user missing PrvReadLanguagLocale."
Every day is an adventure with CRM :)
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