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User cannot access forms

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Posted on by Andrew Stone

Hi,

I have recently set up a new user and applied the same security roles as a standard user. However, this new user cannot see two of the forms on Opportunity (usually the user can switch between forms) and I am at a loss to understand why. The user profile was added via 0365 and a licensed provisioned. I then added a new record in D365 and confirm the user CAN access the system, just not the forms.

Steps taken:

- I have checked security roles applied and they are identical to other users

- I have gone to the forms he cannot see and 'Activated' all forms, then Published all customisations.

- I have looked at the 'Enable Security roles' settings on the forms and confirm it is set to 'Display to Everyone'

Any help greatly appreciated.

Is it possible perhaps that the issue might be at O365 level?

thanks

Andrew

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LuHao 40,890 on at

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RE: User cannot access forms

Hi partner,

This is strange.

Is this a problem for only one user or for multiple users?

Have the user tried clearing the browser cache or changing another browser?

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Andrew Stone 22 on at

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RE: User cannot access forms

Hi Lu Hao,

I have requested they use Chrome browser (but not instructed they try other browers or clear cache yet). In creating a new form, is there any steps I appear to have missed from the above description?

Thanks

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LuHao 40,890 on at

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RE: User cannot access forms

Hi partner,

For forms that are not visible to new users, try checking the "Enabled for fallback" checkbox.

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Andrew Stone 22 on at

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RE: User cannot access forms

Hi, confirming that these were already checked. thanks

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ashish12 3,079 on at

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RE: User cannot access forms

Hi,

Suggest to open a ticket with MS Support.

Thanks

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Inogic 651 on at

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RE: User cannot access forms

Is this a problem only for new user or does it affect existing users as well?

If this is a problem for all users, then kindly verify if the forms were included in the app or not. If not, then adding the forms to the app might solve the problem.

Hope this helps.

Thanks!

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