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    I’m trying to setup CRM outlook client with Minimum security role.

    I got an error and it seems cause of the security role.

    Can you advice which feature needs to be ticked or enabled?

    Regards,

    Hussain

    security

    hussain

    Friday, May 11, 2012 3:52 PM

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    Can you share the error message? 

    Jason Lattimer

    Friday, May 11, 2012 4:55 PM
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    First message "The signed-in user does not have the appropriate security permissions to view these records or perform the specific action"

    Second message: Microsoft Dynamics CRM for Outlook
    ---------------------------
    Cannot configure the organization for Microsoft Dynamics CRM for Outlook. Try to configure the organization again. If the problem persists, contact your system administrator.
    ---------------------------
    OK  
    ---------------------------"

    hussain


    Friday, May 11, 2012 4:57 PM
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    Double check the Business Management tab of the security role, see if the read permission on Organization is set. If so, and it still doesn't work, compare values on this tab you custom role with a system role and start setting a few at a time until it works.

    Jason Lattimer

    Friday, May 11, 2012 5:29 PM
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    I did assign him as an administrator and enabled all options without any success!!!

    hussain

    Friday, May 11, 2012 7:25 PM