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I’ve seen a few questions recently about environment upgrades to Dynamics CRM 2015, or new security roles created where users do not have access to see the new hierarchical visualization offered by the platform. A user would for example navigate to Accounts and see a view just like in the previous versions, without the visualization links.

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The reason for that is because, in the security role(s) the user belongs to, he/she does not have permission to see this.

The setting is located in the specific role, on the Customization tab. It is called Hierarchy Rule. You must give the users at least Read permission for them to be able to see it. Or alternatively, remove the Read permission to not show it.

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This seems to be the missing link, as it’s not captured in a lot of blogs referring to this feature.

Refer to this post for additional details on hierarchical visualization features and it’s limitations:

https://thecrmwiz.com/2015/01/30/hierarchical-visualization-features-limitations/

Enjoy!

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Recently I was trying to set-up a client’s Outlook to connect to a CRM 2013 instance. The user is in a new security role customized specifically for this group of users.

First hurdle encountered was clearly described as a permission issue:

“Principal user is missing prvReadUserSettings privilege.”

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The fix for this is to go into the security role permissions, to the Business Management tab, and give permissions to Read to User Settings:

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Amongst others, this will also fix the What’s New section on the Sales Activity Social Dashboard, from this:

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to this:

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Much better. But we’re still not done yet.

You still can’t connect your Outlook to CRM. The next failure return this message:

Error| Exception : Culture is not supported.

Now, that might easily send us in the wrong direction. The answer is actually really simple. All you need is, in the security group permissions, give Write to User Settings also.

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Now it all works fine.

Enjoy!

So, one of these days I had a pretty interesting case. Just to give you an overview, on-premise environment, custom security roles, activity feeds installed.

The issues was as follows:

Navigating to any of the main entities, going on the Ribbon and adding a file that way worked just fine.

Creating a note, then opening it and trying to add an attachment resulted in the following error:

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Pretty interesting, so I go first to Notes, and the group permissions are as follows:

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Ok then, so the problem is not there. Just for kicks, I checked also the Append and Append To on the hosting entities (Case, Account, Contact). All looking good.

Last resort, let’s have a look at the logs then. Just to make your life easier, since tracing is not enabled by default on the server, there is nice free tool that allows you with a click of a button to enable/disable tracing, among other things. It is called Diagnostics Tool for Microsoft Dynamics CRM 2011 and can be found on Codeplex at

http://crmdiagtool2011.codeplex.com/

Once you’ve got a hold of the trace file, start looking for errors. It appears that this particular issue resulted in a message of: “Principal user … is missing prvReadmsdyn_PostAlbum privilege” message.

This is related to the Activity Feeds. Basically, what is requires is this: in the security role your user is in, go to the Custom Entities tab, and look for Profile Album entity. Make sure that Read is set to at least User.

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Now try adding a file again to an existing note. Everything works as expected.

Enjoy!

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