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Microsoft Dynamics CRM (Archived)

Created a Brand new CRM site and I still get this error on my main page

Posted on by Microsoft Employee

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Created a Brand new CRM site and I still get this error on my main page

    Hi

    I can suggest a CTI solution like Tenfold. Tenfold offers integrations with more than 150 CRMs and phone systems. It offers features like click to dial and call pop ups and is really easy to set up. They also support MS Dynamics integrationYou can check out their integrations at www.tenfold.com/.../dynamics

  • Suggested answer
    Gopalan Bhuvanesh Profile Picture
    Gopalan Bhuvanesh 11,397 on at
    RE: Created a Brand new CRM site and I still get this error on my main page

    If you have a Security Role with the intended privileges, where you add all the users, then this would do.

    You do not need to apply this privilege to all the roles, unless otherwise you have users those are not in the above Security Role.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Created a Brand new CRM site and I still get this error on my main page

    We have like 10 users and 20 different roles so I would have to do that to every role?

  • Suggested answer
    Dynamics_Alok Profile Picture
    Dynamics_Alok 1,746 on at
    RE: Created a Brand new CRM site and I still get this error on my main page

    In Custom entity tab of Security Role ,assign role for configuration entities.

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  • Verified answer
    PS Profile Picture
    PS 23,577 on at
    RE: Created a Brand new CRM site and I still get this error on my main page

    Do you have read privileges under 'custom entities', Filter & Wall view of your security roles

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