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CharlesS
Kudo Kingpin
Kudo Kingpin

Users not seeing pinned / recent records after exiting model-driven app

Hello!

 

I have a model-driven app in which I can view, as an admin, my recent and pinned records. One of my users cannot see her pinned and recent records after closing the app and relaunching it.

 

Any idea what could be wrong?

 

Thanks!

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CharlesS
Kudo Kingpin
Kudo Kingpin

@timl @EricRegnier 

Good news! I was finally able to fix this problem. Turns out it is not a language issue, but a security role issue. 

 

Here is the problem and how I resolved it:

  • I had set up my security roles from blank, denying all permissions by default and only granting what I thought were the minimum necessary permissions to execute the task at hand.
  • I could not find any precise definition of the meaning of each permission. It turns out that one of the cryptic permissions was associated to the ability to pin records and view recent records. I did not have the time to  test every single permission to find out which one was responsible for this issue.
  • So I created a new security role, based on the Basic User role. I removed a few privileges (which are unacceptable for my organization, such as the ability to export to Excel) and added the required privileges for my custom entities...

And Voilà! Pinned records now working just fine!

 

Moral of the story: don't create security roles from scratch. Use the most restrictive standard security role as your baseline template and build from there.

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9 REPLIES 9
timl
Super User
Super User

Hi @CharlesS 

I'm not 100% of the reason for this. Howerver, this post might be of interest. Although it refers to D365, the underlying workings should still be applicable.

 

https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/135353/the-recently-viewed-lists-d...

 

On that basis, could you try a different browser or investigate the cookie settings to see whether or not there is a correlation between that and the recent and pinned records disappearing?

Thank you for your reply @timl !

 

I had not seen that post. We tried with IE, Chrome and Edge: same problem. 

 

But, I did see a reply from Marianne Christensen in the post thread stating:

Yes, the solution was to have English as Windows Language.

 

Now that's interesting. Indeed, my users have system set up in French (Canada). Mine is in English. If this is indeed the problem, it is a bug. In Quebec, there are legal considerations regarding the language used at work and I can't just switch my user's Windows Language to English. Perhaps I should submit an idea to get this bug solved?

timl
Super User
Super User

Hi @CharlesS 

I think your assessment may be correct and it sounds like a language related bug.

I think it's worth raising this as a support ticket with Microsoft. If it is a bug, I suspect you'll have more luck in finding a resolution this way, rather than through a post in the ideas forum.

In the meantime, perhaps some of the other users here might have some insight into this behaviour. @EricRegnier maybe?

EricRegnier
Most Valuable Professional
Most Valuable Professional

Hi @CharlesS

Nice to hear from a Quebecer (j'en suis un)! I've done several multi-lang model-driven apps and haven't seen this issue.... I actually just done a test and it works (see images below). The users have cookies enabled in their browsers and aren't using incognito browser mode, right? Might pay to lodge a ticket at Microsoft at: https://admin.powerplatform.microsoft.com/support like @timl mentioned.

 

EricRegnier_0-1610746881902.png

EricRegnier_1-1610746897168.png

 

 

timl
Super User
Super User

Thanks (merci!) for checking this @EricRegnier 

CharlesS
Kudo Kingpin
Kudo Kingpin

@timl @EricRegnier 

Good news! I was finally able to fix this problem. Turns out it is not a language issue, but a security role issue. 

 

Here is the problem and how I resolved it:

  • I had set up my security roles from blank, denying all permissions by default and only granting what I thought were the minimum necessary permissions to execute the task at hand.
  • I could not find any precise definition of the meaning of each permission. It turns out that one of the cryptic permissions was associated to the ability to pin records and view recent records. I did not have the time to  test every single permission to find out which one was responsible for this issue.
  • So I created a new security role, based on the Basic User role. I removed a few privileges (which are unacceptable for my organization, such as the ability to export to Excel) and added the required privileges for my custom entities...

And Voilà! Pinned records now working just fine!

 

Moral of the story: don't create security roles from scratch. Use the most restrictive standard security role as your baseline template and build from there.

Hi @CharlesS 

I'm glad that you solved your problem! Thanks very much for the update and for sharing the answer. Hopefully, this will others who might experience the same problem.

 

EricRegnier
Most Valuable Professional
Most Valuable Professional

Nice and thanks for updating us! And a small tip, you should create custom roles from the base "Basic User" role (formally name Common Data Service user).

Cheers

Anonymous
Not applicable

Hi Charles,

 

Thank you for information you provided.  It help to found issues.

My issues was:
User Pinn " all contacts" on view  + "all accounts" on view  and didn't stay pinned and return old value.
I checked and found it was Security Role issues like you said.

 

How to fix:

Add permission on Security Role.

Specific on: Use Settings inside Business Management

After I added this 2 permissions like picture below (Write and Append to - BU) issues fixed. katia_0-1626918311181.png

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