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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Dynamics CRM 2013 :: E...
Microsoft Dynamics CRM (Archived)

Dynamics CRM 2013 :: Enable View Properties for a Security Role

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Posted on by Jacques C 5

Hi all - I have a fresh on premise install of MS CRM 2013, and I have a user who cannot see the Properties menu option when she is in a record and clicks on the ellipsis menu. I temporarily added her to the System Admin role and sure enough, the menu option suddenly appeared, so I'm guessing its being hidden has something to do with her role and its assigned privileges, but I have no idea what privileges need to be set.

So, you can probably guess my question: what settings does her security role need to be able to view the properties of records she currently is in? Does anybody know?

TIA

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  • Jacques C Profile Picture
    Jacques C 5 on at
    RE: Dynamics CRM 2013 :: Enable View Properties for a Security Role

    Hi Kokulan - an out-of-the-box entity that I am noticing several users missing the properties menu option in is Contracts.

  • Kokulan Profile Picture
    Kokulan 18,048 on at
    RE: Dynamics CRM 2013 :: Enable View Properties for a Security Role

    could you give an example of out of the box entity that has this?  i assume its on entity home page or is it on form?

  • Jacques C Profile Picture
    Jacques C 5 on at
    RE: Dynamics CRM 2013 :: Enable View Properties for a Security Role

    Thanks for responding. I am referring to the Properties selection that appears in the ellipsis menu on most of the entity screens. For some reason, members of a particular security role cannot see it.

    properties.jpg

  • Suggested answer
    Kokulan Profile Picture
    Kokulan 18,048 on at
    RE: Dynamics CRM 2013 :: Enable View Properties for a Security Role

    What do you mean by Properties sorry? Could you share the screenshot?

    If you mean the Form Editor option, then yes she will have to have either Sys Admin or Customizer role

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