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Creating Reports in CRM

  • 1.  Creating Reports in CRM

    D365UG/CRMUG ALL STAR
    Posted 30 days ago
      |   view attached
    we have a few people who still want to use the old report builder in CRM. We set up security roles so that they can read (org level), write and edit (their own reports), I also added append and append (their own reports).  They are still not able to create a report.  The edit button does not show up for them. Any idea what security role is needed? When he tries to save, he gets the error shown below which is not helpful at all...  thanks for your help!

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    Laura Mortick
    Marketing Information Systems Manager
    Terracon
    Olathe KS
    Kansas City CRMUG Chapter Leader
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  • 2.  RE: Creating Reports in CRM

    SILVER CONTRIBUTOR
    Posted 25 days ago
    Laura, I suggest using Privileges Discovery tool from xrmToolbox. You're looking for Report entity and create privilege. It will show you what security roles have this particular privilege.

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    Tony Suslovich
    Sr. Business Analyst/Programmer
    Ove Arup and Partners International Ltd
    Edison NJ
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  • 3.  RE: Creating Reports in CRM

    D365UG/CRMUG ALL STAR
    Posted 24 days ago
    @Tony Suslovich - thank you for the reply.  We actually opened a ticket with Microsoft and we needed to add the WebWizard role that's located on the Core Records tab. That seemed to do the trick. We had already added the create and edit permissions on the report entity. thank you for the reply!


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    Laura Mortick
    Marketing Information Systems Manager
    Terracon
    Olathe KS
    Kansas City CRMUG Chapter Leader
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