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CRM 2011 Dashboard Permissions

Answered CRM 2011 Dashboard Permissions

  • 2011년 10월 31일 월요일 오후 9:28
     
     
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    Hello World

    I have a weird Dashboard issue that has been happening when attempting to share out a dashboard with a team. I have confirmed that I have shared the "Views" that the dashboard pulls from with the specific team, as well as sharing the actual dashboard as well. I have also confirmed that the team has a security role that is user rights to "User Chart" and "User Dashboard"

    I added multiple users to the team and had them all attempt to access the Dashboard. They are able to select the dashboard from the drop down, but each graph populates with the following error message:

    "You do not have enough privileges to access the Microsoft Dynamics CRM object or perform the requested operation. For more information contact your MS CRM Administrator" A log file is also generated and here is the error message within the log file.

    Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: System.NullReferenceException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #16FC3360Detail:

    <OrganizationServiceFault xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.microsoft.com/xrm/2011/Contracts">

      <ErrorCode>-2147220970</ErrorCode>

      <ErrorDetails xmlns:d2p1="http://schemas.datacontract.org/2004/07/System.Collections.Generic" />

      <Message>System.NullReferenceException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #16FC3360</Message>

      <Timestamp>2011-10-31T17:58:30.5544247Z</Timestamp>

      <InnerFault i:nil="true" />

      <TraceText i:nil="true" />

    </OrganizationServiceFault>

    I have also restarted the Application server in hopes of having that resolve the issue, but that also did not resolve. Any suggestions would be greatly appreciated.

    Thanks!!

    Pasha Rabizadeh

     

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  • 2011년 10월 31일 월요일 오후 10:52
     
     
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    Did you check the security roles of these users.

    May be they don't have the access to records in those views.

    Open up a security role and check if they have access to the entities in the views and also check what sort of access they have like use owned/businessunit level or organization level etc.

    I hope this helps.

    Amreek Singh Senior CRM Consultant CDC Praxa Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com
     
  • 2011년 10월 31일 월요일 오후 11:02
     
     
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    Hi Amreek,

    Thanks for your reply. It looks like they have full organization access levels for the Account/Opportunity Entities for Read/Write/Create Priviledges. Any other thoughts?

    Next I'll attempt to change those users rights to administrator and see if its a problem with the role.

    Thanks!

    Pasha

    • 답변으로 제안됨 Amreek Singh 2011년 10월 31일 월요일 오후 11:26
    • 답변으로 제안 취소됨 Amreek Singh 2011년 10월 31일 월요일 오후 11:42
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  • 2011년 10월 31일 월요일 오후 11:17
     
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    Found the solution.

    Turns out you need to share permissions for the individual charts as well.

    I had given share permissions to the entities, the view, the dashboard as a whole however I had not shared out each individual chart. Now the users are able to view the dashboards.

    Thanks for your reply as always Amreek!

    --Pasha

    • 답변으로 제안됨 Amreek Singh 2011년 10월 31일 월요일 오후 11:26
    • 답변으로 표시됨 Pasha Rabizadeh 2011년 10월 31일 월요일 오후 11:28
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  • 2011년 10월 31일 월요일 오후 11:26
     
     
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    Glad to here that.

    Amreek Singh Senior CRM Consultant CDC Praxa Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com
     
  • 2012년 1월 25일 수요일 오후 8:16
     
     
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    Hello Pasha,

    I was wondering if you could tell me how you were able to view the permissions of each individual chart. I am having this problem as well. I have checked the permissions on the dashboards and the views so I need to verify that the charts are shared correctly.

    Thanks in advance.

     

    Joe

     
  • 2012년 1월 25일 수요일 오후 9:43
     
     
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    Joe,

    I would go to the view that you have built the Chart from. Select the chart tab and hit Share. Make sure the team/user that needs to see the chart has at least Read priviledges.

     

     
  • 2012년 2월 2일 목요일 오후 4:10
     
     
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    Ah, yes. Thank you. I think I had discovered shortly after creating the post but I thank you for your response. Now I have to document this for our sales team. Joy!
     
  • 2012년 4월 26일 목요일 오전 6:20
     
     
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    Hello

    I had the same issue as Pasha were the following error came up: "You do not have enough privileges to access the Microsoft Dynamics CRM object or perform the requested operation. For more information contact your MS CRM Administrator" A log file is also generated and here is the error message within the log file.

    I was able to get one of the charts up in the shared dashboard, but the other still have the error?

    The other users have system administrator access.

    I have shared all the charts for each dashbaord.

    regards

    David

     
  • 2012년 4월 26일 목요일 오후 4:24
     
     
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    Make sure the user has at least read privleges to the 'View' that the Chart is using as well.
     
  • 2012년 4월 30일 월요일 오전 6:56
     
     
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    Hello Joe,

    I had provided the read and share privleges to everything relating to the dashboard charts.

    still only opened one of the charts on one dashboard and non on the others?