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Microsoft Dynamics CRM (Archived)

Users to create own views - security rights?

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Posted on by 135

Hello,

We have a security group which allows members to have all rights over all entity's in the CRM. The only thing they cant do is customization.

In the "customization" tab in security we have "None Selected" for "create", "read", "write" & "delete" for Customization, Entity and Field. Apart from that the users have organisational level access to all.

The users with this security role create their own views but with these current settings are unable to add a new column to the view from Edit Columns in the advanced find.

Can someone point me in the right direction please.

Thanks

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I have the same question (0)
  • Sumit Bhatnagar 99 Profile Picture
    1,850 on at

    Hi..

    Are you getting any error message ?

    If you can paste the screen shots of the Security role then it would be great for us .

    thanks a lot.

  • Suggested answer
    Sumit Bhatnagar 99 Profile Picture
    1,850 on at

    Hi..

    Do you still have the same issue ? If you have the same issue please let me know.

    Thanks.

  • Vijay Waghmare Profile Picture
    on at

    Try assigning "Read" privilege at "organization" level for customizations, entity and field for role.

    Thanks,

    Vijay

  • G Sav Profile Picture
    on at

    You will need to give the permission Saved View in permissions along with attribute Map (Read) and Customizations (Read)

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