Microsoft Dynamics CRM

{Tips and Tricks} Security Role configuration required to access CRM 2013 for Tablets

I was trying to setup multiple users for roles other than Administrator to be able to access CRM 2013 for tablets but was somehow unable to see why they were not able to access CRM 2013 on IPAD app. I haven’t checked on the privileges in a while but remembered that the privilege name used to be called Go Mobile or something. Then, finally I figured it out. The privilege has been renamed:

Text reference from Microsoft site.

A new security privilege was introduced to provide access to use CRM for tablets. The privilege is called Use CRM for tablets.

Prior releases of Microsoft Dynamics CRM have included a privilege called Go Mobile, which grants a user access to use of Microsoft Dynamics CRM from a mobile phone. To avoid confusion between the existing privilege (for phones) and the new CRM for tablets privilege, the Go Mobile privilege has been renamed to CRM for phones.

By default, this privilege is included for the following default security roles:

· CEO-Business Manager

· Salesperson 

· Sales Manager

· Vice President of Sales 

· System Administrator 

· System Customizer 

Now, how to configure it. You need to Go to the Security role intended and see the Business management tab:

You will find the privilege under the Privacy Related privileges:

clip_image002

As you can see in above screen, that was the cause for me not being able to access CRM 2013 for tablets for certain security roles. Once I configured it for the needed roles, I was able to access the app for CRM 2013 from those security roles.

Hope it helps!

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