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Navigation pane - Custom entity not appearing RRS feed

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    We have custom entity that will appear in the navigation pane.  The site map was updated and published.  It is appearing using my account but it does not appear in the user's account.  Thanks for the help.

    RJ

    Monday, July 18, 2011 2:31 PM

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    Make sure that users have atleast read privileges for the custom entity and refresh (Press F5) browser window. Also you can verify that entity Workspace Area is checked ( File->Options->Workplace )

    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".

    • Proposed as answer by Jehanzeb.Javeed Monday, July 18, 2011 4:10 PM
    • Marked as answer by SN_NJ Monday, July 18, 2011 6:01 PM
    Monday, July 18, 2011 4:08 PM

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  • Question
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    Make sure that users have atleast read privileges for the custom entity and refresh (Press F5) browser window. Also you can verify that entity Workspace Area is checked ( File->Options->Workplace )

    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".

    • Proposed as answer by Jehanzeb.Javeed Monday, July 18, 2011 4:10 PM
    • Marked as answer by SN_NJ Monday, July 18, 2011 6:01 PM
    Monday, July 18, 2011 4:08 PM
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    I am able to view as an administartor.  I created a new role and gave the user all the privilieges for the custom entity.  But still the user is unable to view the custom entity in the navigation pane in the main CRM page (where we have settings, workplace etc.,)
    • Marked as answer by SN_NJ Monday, July 18, 2011 6:01 PM
    • Unmarked as answer by SN_NJ Monday, July 18, 2011 6:01 PM
    Monday, July 18, 2011 4:13 PM
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    In CRM main screen, click on File button (on top of ribbon bar) and then select Options then go to Workplace Tab and checked the Site Gorups if they are unchecked.
    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    Monday, July 18, 2011 4:15 PM
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    I apologize.  I have CRM 4.0.  I do not see the menu.
    Monday, July 18, 2011 4:21 PM
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    Hi,

    In CRM 4.0 you can go in options from Tools->Options

    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    Monday, July 18, 2011 4:23 PM
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    Hi - I went to tool\Options\workplace tab - I do not see the custom area in the workplace as both administrator as well as an user.  I see in the General tab in the default pane drop down box the custom area.   

    Monday, July 18, 2011 5:08 PM
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    Hi - I am not sure if I asked the question right..It has to display below the settings, as part of the application area.  Thanks.

    Monday, July 18, 2011 5:25 PM
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    Hi,

    Have you added a new SiteMap area? can you post your new SiteMap area xml?

    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    Monday, July 18, 2011 5:46 PM
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    The user did not have sufficient permissions for one of the sub areas of the main area, I was trying to display.
    Monday, July 18, 2011 6:09 PM