Friday 16 November 2012

Document navigation link not visible for some users

In CRM I got Business units e.g. Child business Unit A and Child business unit B, I am using SharePoint integration. I have got two custom entities e.g. custom Entity A and custom Entity B. Custom entity A has an organisation level access to every privilege  however custom entity B has Business Unit level access to every privilege. I have got User A assigned to Child business Unit A, and User B assigned to child business unit B, both have been given security roles defined above.
SharePoint is set-up to have every CRM user has access to SharePoint site.

When user A creates custom Entity A and custom Entity B record he creates SharePoint documents for both records, and assigns record for custom Entity B to User B. 

User B is able to see document link on custom Entity A, however not on custom Entity B. This is due to custom Entity A has organisation level access. however on custom entity B user has got business unit access, though User B was able to see/access SharePoint location by coping relevant record's SharePoint location URL to his browser.

Resolution:

After doing bit of research/investigation I found that by giving user "ISV Extension" privilege present at customisation tab in security role. user B can also see document link for record of custom entity B.

Most likely this is happening due to "ISV Extension" are created and maintained in the system for business unit level and by Assigning custom entity record B to user relevant isv extension records are not re-assigned. and by setting "ISV Extension" user has got read access to all "ISV Extension" records in the system.

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