Assigning User Role Permissions in Microsoft Dynamics
You assign the following permissions in the Microsoft Dynamics CRM to the roles of users who will use X-Author for Excel. Unless they have a System Administrator profile, users will not automatically have access to the package contents that are required to access X-Author functionality. The following permissions must be configured.
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Runtime Users |
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Create Tabs for X-Author for Excel in Dynamics CRM Navigate to Customizations > Customize the System > Entities > Click Display in Activities Menu |
Apps |
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Custom Entities permissions Settings > Security > Security Roles (Select an existing security role or create a new role and provide access to the following Custom Entities.) |
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Designer Users |
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Create Tabs for X-Author for Excel in Dynamics CRM Navigate to Customizations > Customize the System > Entities > Click Display in Activities Menu |
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Custom Entities permissions Settings > Security > Security Roles (Select an existing security role or create a new role and provide access to the following Custom Entities.) |
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