web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Unable to see menu ite...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Unable to see menu items on projtable form in a new security role that I have created

(0) ShareShare
ReportReport
Posted on by Community Member

Hello

I have created a new security role where in if a person has this security role assigned , they should be able to open the projtable form for a particular project,

after applying the security role when I am trying to check the functionality none of the menu items on the form are visible.

Theres no security applied on the menu items

Please advice as to what previlidge/duty an individual logged in user should have to be able to see the menu items on projtable form

Regard,

Hitesh.

  • Suggested answer
    Sukrut Parab Profile Picture
    Sukrut Parab 71,741 Moderator on at

    Do you have "Maintain projects(ProjTableMaintain)" privilige present in  your ne role ?

  • Community Member Profile Picture
    Community Member on at

    Hi Sukrut

    I do have the projtablemaintain previlige

    I have also added ProjProjectMasterMaintain duty to the role

  • Sukrut Parab Profile Picture
    Sukrut Parab 71,741 Moderator on at

    what are roles assigned to user ? Do you see projTableList page ? can you share  list of roles and some screenshots  of what do you see ?

  • Community Member Profile Picture
    Community Member on at

    Hi Sukrut

    Please find the attached screenshot

    pastedimage1590536962019v2.pngpastedimage1590536877834v1.png

  • Suggested answer
    Sukrut Parab Profile Picture
    Sukrut Parab 71,741 Moderator on at

    Instead of creating ne role did you try to use existing role such as "Project manager (ProjProjectManager)" The duty you have assigned is a part of that  role.  If this one works for you , you can copy existing role and make changes in it as you need.  

    Also if you have assigned duty projProjectmasterMaintain you don't have to assign privilege separately as privilege is part of duty.

  • Community Member Profile Picture
    Community Member on at

    Hi Sukrut

    The reason I was trying a new role is because there were some new menu items in a different action pane tab on the application bar which weren't originally a part of OOB setup

    I had assigned the duty to check if that was a concern

    however, I got the issue fixed by a full build of the model with DB sync, yet to figure out why db sync with solution build didn't work.

    Thanks for your help, it ensured I had a confirmation that the basics were done right :-)

    Regards,

    Hitesh.

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 307,818 Super User 2026 Season 2 on at

    Hi Hitesh,

    On a DEV environment, using the solution build, it is trying to sync only table changes. A security change is not triggering this. When you have changes to security, a full database sync is recommended in my experience.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the August Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 544 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 347 Super User 2026 Season 2

#3
CU-1234529-002 Profile Picture

CU-1234529-002 197

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP
License usage reporting (in-app and PPAC) with Entra dynamic groups

Product updates

Dynamics 365 release plans