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Custom entities not available for Ressource security role

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Posted on by 125

Hello,

I have User A that has the security role "Field Service - Administrator".

User B has "Field Service - Ressource".

When connected to the mobile app with User A, i am able to see all the custom entities and it's forms and views.

If i connect to the mobile app with User B, i don't get any error, but i am not able to see any of the custom entites. If i check within the CRM with user B, i am able to see all the custom entities.

As you can see below, "Check" entity is one of the custom entities.

8468.Untitled.png

  • Verified answer
    Al Iggs Profile Picture
    Al Iggs on at
    RE: Custom entities not available for Ressource security role

    I tried this on my instance and ran into a similar behavior, I couldn't see the custom entity in the app at all (I could however see it in the web client with the same user). Talked to some Resco people and got confirmation that updated permissions will only take effect after receiving an updated project or after a full sync. In my case the full sync resolved the issue.

  • Suggested answer
    LuHao Profile Picture
    LuHao 40,872 on at
    RE: Custom entities not available for Ressource security role

    Hi partner,

    I tested it in my environment and didn't encounter this problem.

    So check if the sub-area of this custom entity on the site map is set with Privileges feature.

    Please refer to this blog to know about the Privileges feature:

    [View:~/crm/b/crminogic/posts/sitemap-privileges-feature-in-dynamics-365:320:50]

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