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Service Calendar CRM 4.0 RRS feed

  • Question

  • Hi,

    We are running CRM 4.0 in our office and we will utilising the Service Calendar for room bookings at our college for external customers.

    Unfortunately, some users do not seem to be able to access the service, i.e. the service calendar is not listed in the services menu. They can view and access everything else within services, but they cannot see this one item.

    I've checked their user settings and their is no difference between which permissions they have and as far as I see neither of them have any rollups.

    I've searched and searched on the web and cannot find a resolution.

    Help!

    Nikki

    Wednesday, February 19, 2014 10:18 AM

All replies

  • It would definitely need to be a security role issue if some users see the service calendar and others don't.  You can confirm this by temporarily giving the user with the issue the exact same security role(s) as a user without the issue.

    Once you see it works, you will need to scrub through the privileges between the 2 security roles just to make sure there are no differences.  It may not necessarily be a role specifically for service calendar.  It may be a dependent privilege.

    If there are really no differences then another thing to look at is if the security role with the issue was created from scratch.  In CRM 4.0 security roles, there are hidden privileges (Three I believe).  Prior to a specific rollup, these hidden privileges were turned off when a security role was created from scratch.  After the specific rollup, the hidden privileges were turned on when the security role was created from scratch.  But the rollup did not retroactively go back to turn on the hidden privileges for existing security roles.  Since the privileges are hidden, there is no way to simply turn them on.

    So if you are unable to visibly see any differences between the security roles, I would suggest creating a copy of the out of the box sys admin security role (preferred to creating from scratch), and rename the copy.  Then removed privileges until the role matches the one with the problem.  Then give that to the user and see if the issue is resolved.  If that works, you will know the root cause is a hidden privilege.


    Jason Peterson

    Wednesday, February 19, 2014 3:12 PM
  • Nikki,

    As far as I remember Service Calendar wasn't visible in Outlook Client. In sitemap there is feature where you can set which entity is visible in web/outlook client. 

    KG


    My Dynamics CRM Blog: http://bovoweb.blogspot.com

    Wednesday, February 19, 2014 5:39 PM
  • in the default configuration for CRM 4.0, a user needs read permission on the Activity and the Service entities to be able to see the Service Calendar. This can be changed by editing the SiteMap or chaging permissions)

    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    Wednesday, February 19, 2014 9:54 PM
    Moderator