I found an interesting scenario.
We have users in our Dynamics solution, we manage them using Active directory groups as follows
- Create an Active directory
- Add Active Directory as a Team to dynamics and assign roles to the team
- Users in the Team inherit the Team Roles
The above sounds fine however i have seen he following issues
- By default when the user is created in dynamics, they are assigned the sales role why?
- And this one is a pain in the butt... One of the users created a view, however the view would not appear in the once they created it. Even when using the XRM Tool Box i could not see the views and got the following error
So i gave the user direct permissions and it worked, i can see the views in XRM tool box and the user can now see the views they created.
What am i missing here......