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Microsoft Dynamics CRM (Archived)

Customized Proposal Form not available to non-admins

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Posted on by 329

Doing work on my security roles. We have customized the Quote form to suit our business needs. Found out today ALL my users have Administrator rights thanks to our former partner. Anyway, trying to set up the security roles correctly, and my only major hurdle is that our customized proposal form is not available unless you have system admin rights

I've given permissions for all custom entities, and the proposal entity itself. Any ideas where else I could look for the permissions to see the correct form? Below is the difference. Same proposal, but on the left i'm logged in as the admin, on the right, as a non-admin user.

2017_2D00_11_2D00_21_5F00_12_2D00_08_2D00_00.jpg

Here are the rights

2017_2D00_11_2D00_21_5F00_12_2D00_14_2D00_40.jpg

2017_2D00_11_2D00_21_5F00_12_2D00_16_2D00_10.jpg

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  • Verified answer
    Community Member Profile Picture
    on at

    Hi ToniG,

    you need to check security roles for entity form.

    Please refer to the following page:

    http://swedenfordynamics.tumblr.com/post/112227539132/making-dynamics-crm-more-eye-appealing 

    Let me know if you solve.

    If you found the answer helpful, please mark as Verified 

    Join my network on LinkedIn      Follow me on Twitter 

    Thank You & Best Regards

    Francesco Picchi

    Microsoft Dynamics CRM Consultant, Bologna, ITALY

    Independent Contractor

    http://www.francescopicchi.com

  • LCRMAdminG Profile Picture
    329 on at

    Yes that worked thank you!!

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