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Business Unit lookup field permission RRS feed

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    I've created a 1:N relationship from Business Unit to Contract. I've added a lookup field on the Contract form. Everything works fine with some users with certain security roles. However, any user with the Salesperson role or Sales Manager role is not able to browse this new Business Unit lookup field. This BU lookup field is grayed out for them. How do we know which permission right to grant to Salesperson/Sales Manager role to enable this new Business Unit lookup field on the contract form? Many thanks in advance, Frank.
    Monday, May 4, 2009 3:06 PM

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    Hi auswire,

    when they want to select a Business unit for a different entity, they need the "Append To" priviledge for Business units.

    Set this right for both security roles and this should work.

    Best regards,
    Jürgen
    Jürgen Beck

    Dipl. Kfm./Wirtschaftsinformatik
    MVP, MCSD.NET, MCITP DBA, MCDBA, MCSE
    Microsoft Certified Business Management Solutions Professional
    Microsoft Certified CRM Developer
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    ComBeck IT Services & Business Solutions
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    http://www.combeck.de
    Monday, May 4, 2009 3:23 PM
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    Hi auswire,

    in standard a Salesperson and a Sales Manager have read Access on Business Units by their security role. Have you changed this?

    Best regards,
    Jürgen
    Jürgen Beck

    Dipl. Kfm./Wirtschaftsinformatik
    MVP, MCSD.NET, MCITP DBA, MCDBA, MCSE
    Microsoft Certified Business Management Solutions Professional
    Microsoft Certified CRM Developer
    Microsoft Certified Trainer

    ComBeck IT Services & Business Solutions
    Microsoft Gold Certified Partner
    Microsoft Small Business Specialist

    Developing & Supporting Business Applications from small business to big enterprises covering scores of sectors

    http://www.combeck.de
    Monday, May 4, 2009 3:11 PM
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    As far as I know, the wasn't any change to the Sales Manager/Salesperson role. This is a custom business unit lookup field that I created from the business unit entity, 1  to many relationship. The system business unit lookup is not available to the contract entity; therefore, I created 1:N relationship on the business unit entity so that the user can set their business on their contract form. The system administrator role can see custom lookup field, but not the Salesperson or Sales Manager. Is there a specific permission item on on the security role that I need to grant? Thanks! auswire

    Monday, May 4, 2009 3:20 PM
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    Hi auswire,

    when they want to select a Business unit for a different entity, they need the "Append To" priviledge for Business units.

    Set this right for both security roles and this should work.

    Best regards,
    Jürgen
    Jürgen Beck

    Dipl. Kfm./Wirtschaftsinformatik
    MVP, MCSD.NET, MCITP DBA, MCDBA, MCSE
    Microsoft Certified Business Management Solutions Professional
    Microsoft Certified CRM Developer
    Microsoft Certified Trainer

    ComBeck IT Services & Business Solutions
    Microsoft Gold Certified Partner
    Microsoft Small Business Specialist

    Developing & Supporting Business Applications from small business to big enterprises covering scores of sectors

    http://www.combeck.de
    Monday, May 4, 2009 3:23 PM
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    I notice that there is system Owning Business Unit lookup field in contract attributes, but the requirement level is set to read-only. So this lookup field is not avalable for adding to a contract form. Thanks, auswire.

    Monday, May 4, 2009 3:29 PM
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    Hi auswire,

    yes, but this attribute should be different from you custom attribute you created with the relationship.

    Best regards,
    Jürgen
    Jürgen Beck

    Dipl. Kfm./Wirtschaftsinformatik
    MVP, MCSD.NET, MCITP DBA, MCDBA, MCSE
    Microsoft Certified Business Management Solutions Professional
    Microsoft Certified CRM Developer
    Microsoft Certified Trainer

    ComBeck IT Services & Business Solutions
    Microsoft Gold Certified Partner
    Microsoft Small Business Specialist

    Developing & Supporting Business Applications from small business to big enterprises covering scores of sectors

    http://www.combeck.de
    Monday, May 4, 2009 3:32 PM
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    That's the privilege that I need for the Salesperson and Sales Manager roles. Thanks a lot Jurgen, auswire.

    Monday, May 4, 2009 3:49 PM