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CRM 4.0 New activity button is invisible RRS feed

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    Hi,

    In CRM 4.0 service part, nobody except users that has admin permission cannot see the "New Acitivity" button in the cases.

    I guess it's about the permissions, but i couldnt find which permissions do i need to give the users.

    Thanks
    Thursday, July 16, 2009 3:05 PM

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    Have you modified any of the default system roles?
    You need to make sure that the users role allows "Create" privilege on the activity record type.

    I would recommend you view this video on the Channel9 website on MS CRM v4.0 Security model.
    http://channel9.msdn.com/posts/jodonnell/Microsoft-Dynamics-CRM-40-Security-with-John-ODonnell/

    Hassan.

    Hassan Hussain | http://hassanhussain.wordpress.com/
    Thursday, July 16, 2009 3:31 PM
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    And to add to what Hassan said, the users will also need Append and Append to Cases at whatever level is needed, possibly Organization.
    Best Regards, Donna
    Friday, July 17, 2009 12:42 AM

All replies

  • Question
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    Have you modified any of the default system roles?
    You need to make sure that the users role allows "Create" privilege on the activity record type.

    I would recommend you view this video on the Channel9 website on MS CRM v4.0 Security model.
    http://channel9.msdn.com/posts/jodonnell/Microsoft-Dynamics-CRM-40-Security-with-John-ODonnell/

    Hassan.

    Hassan Hussain | http://hassanhussain.wordpress.com/
    Thursday, July 16, 2009 3:31 PM
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    And to add to what Hassan said, the users will also need Append and Append to Cases at whatever level is needed, possibly Organization.
    Best Regards, Donna
    Friday, July 17, 2009 12:42 AM