Tuesday, June 14, 2011

CRM 2011 - Creating a new Security Role

As we all know we can create a new security role that we won't to assign to a user from scratch in any version of CRM(2011, 4, 3,1.2).

When you do that the user is normally able to log to the CRM system. However with CRM 2011 there are a lot of new permissions that you need to give which are newer to you. So when you create a security role from scratch and assign to a user you get so many errors.(Privilege)

The best thing to do here to copy a system create security role and then change the user privileges. This would let you work perfectly.

4 comments:

  1. Hi Charith

    Thank you very much for sharing.
    Keep posting new things....
    Will help to all... :) :)

    Good Luck
    Indika

    ReplyDelete
  2. Thank you very much for your post.

    I think this is a bug of CRM. Have you feel that or not.

    Thanks a ton..

    Regards,
    Vatsal Thakker

    ReplyDelete
  3. Hi Vatsal,

    Normally when we do try to keep a new security role, it would have been good if CRM by default was making sure that the least privileges needed are selected. If so this issue would not rise.

    However if you need to create from scratch the best thing to do is to use the CRM trace enabled and try logging. You will be specifically mentioned by CRM what is the privilege error. This was you would get experience in creating a role from scratch. Having said that this would be a cumbersome task. But for gathering knowledge and experience this would be really good.

    Charith.

    ReplyDelete

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