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Hi All,
i have created the new security roles when i assign that security role to the user am getting erro rafter clicking the "Export to Excel". once we cancel the window it exports the data but before that i displays the error msg.
but if i have the sales person role it is working fine. in security role export to excel property is also configured still getting error. can anybody help on this .
Hey Mona,
Thanks for reaching Dynamics community. Looks like you might have created a new security role from scratch. There are hidden privileges which do not get added when we create a new security role from scratch and hence it is recommended to copy any existing out of the box security role and tweak privileges on to it based on the requirements.
If that's not the case, I would recommend you to run Dynamics CRM tracing while reproducing this issue to understand which privilege is missing here.
support.microsoft.com/.../how-to-enable-tracing-in-microsoft-dynamics-crm
Please mark my comments as answered if this helps.
Thanks,
Saurabh
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