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Microsoft Dynamics CRM (Archived)

permission issue case entity

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Posted on by Microsoft Employee

hi all

need some help, I am perplexed  I am getting a constant "insufficient permission" on the case entity

I am building a case management system with the case being the main entity with relationships to the other entities via 1 to many

the issue is I am constantly denied access to the case entity,

now some backstory 

I created a bare bones role and I am constantly adding permission to it following these articles


https://rajeevpentyala.com/2013/01/08/minimum-privileges-required-to-access-crm-application/

https://blogs.msdn.microsoft.com/swetagu/2015/07/17/crm-20132015-new-security-role-from-ground-zero/

 


also I defined entity security by role using this article

https://dipankarbhattacharya.com/2014/05/06/hiding-sitemap-components-based-on-user-profile/

what I want to find out is when I get permission denied is there a way to know via log or something why I been denied

I am trying to come up with a overall template for our business but the security is not defined in CRM documentation well online and in print 

is there a way to determine what other access I need to give to case and system access to system entities I need to give to stop the perevliage restriction

I use XRM toolbox to test permission access

the issue is once I assign a permission, for 20 minutes all look good then after leaving the browser closed  and reopening I lose access to case entity but still have access to others

please help

*This post is locked for comments

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: permission issue case entity

    this may have fixed our issue, issue hasn't happened since

    but I am not sure why yet since we haven't upgraded CRM  from a previous instance

    mscrmnovice.blogspot.com/.../how-to-fix-insufficient-permissions.html

  • Karuna Karan Profile Picture
    Karuna Karan 1,210 on at
    RE: permission issue case entity

    Please download and post the log, so that we can identify what exact issue it is

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