Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested answer

Partial Billing Entity on Service Activity not showing for all users

(0) ShareShare
ReportReport
Posted on by 30

I have a very funky issue that I spent all day yesterday troubleshooting.  I have 2 identical user accounts (as far as I can tell) and one user K is able to see the Partial Billing entity on the Service Activity Screen but A is not able to see it.  Thus far, I have done the following to troubleshoot:

1.      Verify Security:

a.      Checked A and K’s permissions.  Exact same teams, ques, and security roles.

b.      Logged in as Admin and I see the entity also.

c.      Got K to verify that she sees the field also and she does.

2.      Customization

a.      Looked at form and checked for Enabled Security Roles,

b.      Both have the role necessary to see form (screenshot)

3.      Customization>Service Activity>Fields

a.      Checked field properties to make sure it is displaying (and it is) (Screenshot)

b.      Checked if there was Field Security (and its not set). (screenshot)

 4.  Business Rules - there are no business rules

*NOTE.  There is an SDK 3rd party process for Service activity, but I don’t believe there’s any security related.

 

Have I overlooked anything obvious or offer advice on where to check next?

pastedimage1584541374577v1.png

pastedimage1584541388874v2.png

pastedimage1584541403939v3.png

  • Suggested answer
    necsa Profile Picture
    necsa 3,455 on at
    RE: Partial Billing Entity on Service Activity not showing for all users

    Hi,

    Is there any code behid the entity? It can be javascript or plugin or Workflow which is prevent to see?

    Try with other user under same security and configuration condition to check is it visible for the other or not?

    Is there any Team where th user A not exist and this team has acceess right to entity?

  • kcbocca Profile Picture
    kcbocca 30 on at
    RE: Partial Billing Entity on Service Activity not showing for all users

    I forgot to provide a screenshot of the form for both A and K.

    Form without the field

    pastedimage1584542022140v1.png

    With the entity

    pastedimage1584542045200v2.png

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,516 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,409 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans