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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Unable to customize en...
Microsoft Dynamics CRM (Archived)

Unable to customize entities in "Settings > Customizations."

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Posted on by Community Member

In D365 (Trial) help (https://www.microsoft.com/en-us/dynamics/crm-customer-center/create-a-new-entity.aspx)  it says the following for customizing entities:

  1. Make sure that you have the System Administrator or System Customizer security role or equivalent permissions.

    Check your security role

  2. Go to Settings > Customizations.

  3. Choose Customize the System.

  4. ...

However, I only see "Developer Resources"! in step 3. Do not see any other options (i.e. "Customize the System")
Yes, I am the "Global Administrator".

Can anyone help guide me to where I can customize entities?
Thanks

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I have the same question (0)
  • Suggested answer
    Sumit.icfai196 Profile Picture
    Sumit.icfai196 65 on at

    Hi

    Though you are a "Global Administrator" then too you need to assign the roles of "System Administrator" & "System Customizer" to the user in CRM to have access to all the functionality in CRM, and hope fully once you allot the security role you will be able to see the option "Customize the CRM"

  • Suggested answer
    PS Profile Picture
    PS 23,577 on at

    Hi Obby

    Go to settings>>Security>>Users>>Select and open your user>>scroll down to Admin tab and change 'Access Mode' to 'Read-write'

    5710.3.PNG

  • Suggested answer
    Nadeeja Bomiriya Profile Picture
    Nadeeja Bomiriya 6,804 on at

    Hi Obby,

    As Sumith suggested, you need to assign the System Administrator role to yourself.

    Navigate to: Settings > Security.

    Click Users.

    Open the the user record.

    Click on Manage Roles button on the command bar.

    Tick the System Administrator role and click OK.

    Now you should see the Customize the System option.

    Manage-Roles.png

    Cheers,

    Nadeeja

    If the answer solves your problem, please mark as Verified. Thanks.

    My Blog: http://dyn365apps.com/ - Follow me on Twitter: https://twitter.com/dyn365apps

    LinkedIn: https://www.linkedin.com/in/nadeeja

  • Suggested answer
    sathis kumar Profile Picture
    sathis kumar on at

    Hi Obby,

    In Dynamics 365 which app have you installed for CRM  sales (or)  customer service (or) field services will not enable any customisation even if you are system administrator...Select none of these customisations then only  you can able to see the customize the entity.

    Please refer the screenshot below as mentioned :

    IC863138.jpeg.png

  • Community Member Profile Picture
    Community Member on at

    Hi Sumith and Nadeeja

    Thanks for the suggestions. 

    I tried to select (check) roles System Administrator or System Customiser but I get the following popup error message for both:

    Insufficient Permissions
    You do not have permission to access these records. Contact your Microsoft Dynamics 365 administrator. If you contact support, please provide the technical details.

    Activity ID: d274a2e7-8218-4d07-be78-ae2034c58c20

    Timestamp: Fri Dec 30 2016 15:22:21 GMT+0000 (GMT Standard Time)

  • Community Member Profile Picture
    Community Member on at

    Hi Prashant

    This was already selected!

  • Community Member Profile Picture
    Community Member on at

    Hi Sumith and Nadeeja

    Thanks for the suggestions.

    I tried to select (check) roles System Administrator or System Customiser but I get the following popup error message for both:

    Insufficient Permissions

    You do not have permission to access these records. Contact your Microsoft Dynamics 365 administrator. If you contact support, please provide the technical details.

    Activity ID: d274a2e7-8218-4d07-be78-ae2034c58c20

    Timestamp: Fri Dec 30 2016 15:22:21 GMT+0000 (GMT Standard Time)

  • Nadeeja Bomiriya Profile Picture
    Nadeeja Bomiriya 6,804 on at

    Hi obby,

    Can you please provide some screenshots of Office 365 Admin User Management area where you have assigned the Dynamics 365 licence, CRM Settings > Security > Users list, and where you select a user and assign roles.

    Pictures provide more information :).

    Cheers,

    Nadeeja

  • Suggested answer
    tw0sh3ds Profile Picture
    tw0sh3ds 5,600 on at

    Hi,

    You should login with the user that you used to create trial environment, it should have system administrator in CRM. Global administrator in office365 does not mean that you will have such permissions. If this is the same account and you still cannot assign system admin to the user, you should contact MS support.

  • Community Member Profile Picture
    Community Member on at

    Sathis,

    As of September, 2017 your solution worked for me. When creating the trial, select the box "None of these. Don't customize my organization" on the screen asking you to select from:

    Sales / Customer Service / Field Service / Project ... / All of these

    Microsoft changed the sign-up process for a Dynamics 365 trial, which they seem to do frequently. It looks like something changed "under the hood" causing the Customization to no longer work for a "Sales" trial. None of the other recommendations in this thread worked except this one. 

    Thanks!

    Jeff

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