Wednesday, July 1, 2009

CRM 4 - Cannot See New Button on Custom Entity

I just investigated a problem where a CRM user could not see the "New " button for a custom entity with a relationship to the User built in entity:

The user had read/write permissions on the custom entity but it turns out they also need the "Append To" permission on the User entity as well:

Note About Security

  • Append To allows another entity to be appended to this one (i.e. a Bank Account record to be appended to the User record in my example)
  • Append allows this entity to be appended to another (the other must have the Append To security right!)