Issue With PRM Solution CTP Partner Contact Permissions in Dynamics CRM Online 2011

Answered Issue With PRM Solution CTP Partner Contact Permissions in Dynamics CRM Online 2011

  • יום שני 21 פברואר 2011 20:35
     
     

    Hi,

    I have assigned Full Permissions to a partner contact for an Account in the PRM for the following:

    • Channel Access Pemissions.
    • Account Access Permissions.
    • Case Access Permissions.
    • Contact Access Permissions
    • Opportunity Access Permission

    Partner Contact Permisssions

    However, when I log into the Partner Portal site with the user credentials I cannot access "Manage Contacts and Manage Accounts" in the "Pipeline" sections of the site.

    I get a message that says "You do not have sufficient permissions to view this page."

    Any ideas on how to resolve this issue?

    Cheers - Abby

     

כל התגובות

  • יום רביעי 23 פברואר 2011 02:43
     
     

    Hi Abby,

    There are several reasons why you might not be able to access the above-mentioned links.

    1. The Parent Customer of the Contact (customer accessing the portal) has not been set to a partner
    2. The Account Relationship Type has not been set to "Partner"
    3. The cache needs to be invalidated
    4. The channel access permissions need to be set (which you already did)

    Hope this helps,

    Maria

  • יום רביעי 23 פברואר 2011 13:54
     
     

    Hi Abby,

    There are several reasons why you might not be able to access the above-mentioned links.

    1. The Parent Customer of the Contact (customer accessing the portal) has not been set to a partner
    2. The Account Relationship Type has not been set to "Partner"
    3. The cache needs to be invalidated
    4. The channel access permissions need to be set (which you already did)

    Hope this helps,

    Maria

    Hi Maria,

    1. Yes I have.

    2. Yes I have.

    3. How do I do this? I have never been able to access the links I mentioned.

    4. Yes, Did this.

    Thanks,

    Abby

  • יום רביעי 23 פברואר 2011 16:42
     
     תשובה

    One thing you can do is add the invalidate cache js code as a favorite to your browser. I did that in IE by going to "Favorites" -> "Add to favorites...", set the name(e.g. "Invalidate Cache"), go to the properties of that link and change the URL in the Web Document tab to this value:

    javascript:var sURL=document.location.protocol + '//' +document.location.host;var oHttp=new ActiveXObject("Msxml2.XMLHTTP.6.0"); oHttp.Open('GET',sURL+'/Cache.axd?Message=InvalidateAll&d=' + (new Date()).valueOf(),false);oHttp.Send();window.location.reload(true);

    Then you can go ahead and click on the favorite/bookmark. This will invalidate your cache and reload the page. Try again after that. 

    There is more information on this in the Portal Functionality and Administration Guide included in the portal package that was installed.

    -Maria

    • סומן כתשובה על-ידי Abby_Doc יום חמישי 19 אפריל 2012 03:10
    •  
  • יום רביעי 23 פברואר 2011 21:00
     
     

    Hi Maria,

    I tried your suggestion but no luck and the issue still remains.

    Thanks

    Abby

     

  • שבת 26 פברואר 2011 17:45
     
     תשובה

    Just to make sure - does the Channel Access set to the account have the right account (partner) and contact?  Does the access also have all the needed permissions set? After making any permission changes, make sure to invalidate your cache again.

    -Maria

    • סומן כתשובה על-ידי Abby_Doc יום חמישי 19 אפריל 2012 03:10
    •