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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Hierarchy button on Ac...
Microsoft Dynamics CRM (Archived)

Hierarchy button on Accounts Menu

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Posted on by Braccialle 260

The Hierarchy button on Accounts Menu appears disappears most days and then appeared on the odd day then disappeared again.  Tried with different browsers and checked Account Hierarchy setting on another live system that works, which is from the same database backup. Setting are all the same, this is puzzling. Has any body else had this issue on MSCRM 2016  update 2.

 


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  • ScottDurow Profile Picture
    ScottDurow 21 on at
    RE: Hierarchy button on Accounts Menu

    The button is only there when there are parent or child records - are you sure it's the same record where the button appears/disappears?

  • Braccialle Profile Picture
    Braccialle 260 on at
    RE: Hierarchy button on Accounts Menu

    Thanks Scott it is definitely on the same record. In Fact it happens to all accounts. I have a copy of database before MSCRM 2016 upgrade was carried out. I have upgraded this on a vm and that same database is working fine.

  • ScottDurow Profile Picture
    ScottDurow 21 on at
    RE: Hierarchy button on Accounts Menu

    That is odd indeed - I would open a support ticket with Microsoft.

  • Community Member Profile Picture
    Community Member on at
    RE: Hierarchy button on Accounts Menu

    Maybe it's a matter of permissions.

    Tip #304: Security permissions for hierarchy visualization

    [View:http://crmtipoftheday.com/2015/01/19/security-permissions-for-hierarchy-visualization/:750:50]

  • Verified answer
    Braccialle Profile Picture
    Braccialle 260 on at
    RE: Hierarchy button on Accounts Menu

    Microsoft have provided this work around as per notes below.

     


    Reason!

     

    Reason for having to create this new security role for all users.

    The system is not able to read the permission on any of the existing security roles, and therefore a new security role needs to be created, and given this permission, including the admins.

    Imagine the box on the security role is checked, but nothing  is happening in the background, it is as if it is not selected at all, but the system does not see that and shows it as existing.

    But then when the system checks if the user, any user, has that permission, it does not find it, so it does not show the hierarchy.

    The role needs to be given to ALL the users including admins because if just one user without the role logs onto the system, all the next users logging in, even if they have it, will not see the hierarchy again.

    This is why it is difficult to reproduce, it happens only after an iis reset, which is not something one would relate to in CRM.

     

    Microsoft have mentioned it is a known issue and the teams are working on having a fix so that this workaround will not be needed in the future.

     

    Answer!  Workaround

    You need to create a new security role, give the PrivReadHierarchyRule role and assign the role to ALL the users in the system.

    Client!

    Has confirmed that the Heirarchy functionality is now working again as expected.

     

     

     

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