Customized Proposal Form not available to non-admins

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Posted on by LCRMAdminG

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.

Here are the rights

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RE: Customized Proposal Form not available to non-admins

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

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Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna, ITALY

Independent Contractor

http://www.francescopicchi.com
LCRMAdminG on at

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RE: Customized Proposal Form not available to non-admins

Yes that worked thank you!!