how to set new role for new custom entity only RRS feed

  • Question

  • I created a new custom entity, I want to create new role for it only.  So I created new role and set custom entity User role. But When I login the user with created role, it show now right to access CRM.


    Monday, April 20, 2015 11:51 AM


  • Are you trying to grant access so that users can use this custom entity but no other data at all?

    You will still have to include access to all sorts of bits of CRM just to make the user interface work - especially the things on the Business Management and Customization tabs of your security role. You also need to check these 6 settings:

    Special privileges in CRM Security Roles

    If this is the only security role you plan to give to your users, I would suggest you start from a standard role and remove access to other entities, rather than start from blank and work upwards.

    Hope this helps.
    Adam Vero, Microsoft Certified Trainer | Microsoft Community Contributor 2011
    UK CRM Guru Blog

    • Proposed as answer by Guido PreiteMVP Monday, April 20, 2015 2:56 PM
    • Marked as answer by Awen Hu Monday, April 20, 2015 3:04 PM
    Monday, April 20, 2015 12:35 PM