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Microsoft Dynamics CRM (Archived)

Missing document as menu option

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Posted on by

After the latest update, the document menu (on entities selected in document management settings) is gone!

How do I get it back?

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  • Suggested answer
    Brijesh R Profile Picture
    on at

    Hi Anna,

    Kindly check user security role assigned. It seems some security related issue.

  • Suggested answer
    Jharana Baliyar Singh Profile Picture
    2,667 on at

    Hi Anna,

    Have you changed any navigation using XRMToolbox sitemap editor ? Open sitemap editor You can check there document management settings option is available or not.

    If not ,then reset your crm to default or manually you can add that section in settings area.

    Hope it helps you !!

    Thanks,

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