This entry was posted on Thursday, December 13th, 2007 at 4:06 pm and is filed under General CRM. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.
Missing “New” button in the product action bar
We recently had a client that was going through a GP 9.0 and CRM 3.0 integration using a 3rd party product. They came across an issue where the “New” button in the product action bar under Setting -> Settings –> Product Catalog –> Products was missing.
They were using an SA role so security settings was not an issue.
We discoverd that this can happen under a few different senerios:
1) Opening the Outlook client after acessing the settings area in the CRM web client. When you do this, the “New” button will not be visable until you close Outlook and refresh CRM web client
2) During certain GP integrations CRM will lock users from editing or adding products so that this will be done only in GP.
There is a workaround that you can try to resolve this issue. It does involve updating the databases so make sure to make complete backups of the METABASE and MSCRM databases before completing these steps:
update privilegebase
set IsDisabledwhenintegrated = 0
where Name = ‘prvDeleteProduct’
update privilegebase
set IsDisabledwhenintegrated = 0
where Name = ‘prvAppendToProduct’
update privilegebase
set IsDisabledwhenintegrated = 0
where Name = ‘prvCreateProduct’
update privilegebase
set IsDisabledwhenintegrated = 0
where Name = ‘prvWriteProduct’
After you make these changes, please complete an IISreset. Then, verify that you can go into CRM and the product catalog is not locked down.
There is not much out there in regards to this issue so hope this helps!
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