Thursday, April 21, 2005

Problems with Security Roles

When you create a new role in Microsoft Business Solutions CRM 1.2.
On the Role: New Web page, you click the lookup button next to Business Unit. You type a filter in the Find box. You expect that only the business units that match that filter will appear under Available Records. Instead, all business units appear.
By default, the lookup list next to Business Unit lists the first 100 business units. This feature cannot filter the business units by the first letter, or letters, of the business unit name.

Work Around: Because of other problems with Microsoft CRM Security roles, we do not recommend that you create, copy, or make privilege changes to Microsoft CRM roles at the child business unit level. Instead, create new roles and change existing roles at the root level. Any roles that you create, copy, or change at the root level are propagated to every child business unit. These roles will be available to assign to Microsoft CRM users.

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