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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Permissions error
Microsoft Dynamics CRM (Archived)

Permissions error

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Posted on by Pete_N 1,695

CRM V9

As an administrator I have created an entity (ENT1) , and created a chart in that entity and a system Dashboard. I then added that chart to the dashboard

I created a security Role  (Role1) that has read access to ENT1

I shared the Dashboard with Fred, but when Fred looks at the dashboard, he doesn't have permissions to see the chart

ENT is viewable under the Sales tab

Trying to understand what permissions Fred needs without just adding security roles until the chart is viewable

*This post is locked for comments

  • Alok Singh Profile Picture
    Alok Singh 910 on at
    RE: Permissions error

    Hi PeteN,

    Since you have created a System Dashboard so there is no need to share it again with any user , by default it will be visible to every user

    Could you please check whether user has Read (organisation level) privilege for 'System Chart' & 'View' under Customization tab similar as below image ?

    6866.Security-ROle.JPG

    As suggested by Goutam,  for creating a new security role, it is always  best practice to copy one of the existing security role and then make necessary changes.

  • Suggested answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: Permissions error

    Hi ,

    How  you have  created the  security role?

    It's always best practice to create security copied from System Administrator role or any other working security role to avoid this kind of issue.

    In addition to Sreevalli ,

    Make sure,  security role having  privileges on "Saved View" Under "Core Records" tab .

  • Suggested answer
    Sreevalli Profile Picture
    Sreevalli 3,256 on at
    RE: Permissions error

    Hi,

    see if the security role has sufficient privileges on charts and dashboards.

    security role –> Core Records tab, modify ‘User Chart/User Dashboard’ access level.- rajeevpentyala.com/.../role-based-dashboards-crm-2013

  • Pete_N Profile Picture
    Pete_N 1,695 on at
    RE: Permissions error

    Hi,

    Under customization, I created a view and a chart whilst being signed on as system admin. there is nothing fancy in the view or the chart

  • Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: Permissions error

    Hi,

    is that a system chart?

    are you using system view?

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