Open the solution for the entity that contains the forms and check the form to see what security roles are enabled: If the user does not have the same security role assigned that is enabled for the form, the user will not see the form in the system.Ĭheck the user’s security roles to see what roles are assigned: Let’s review each option and how you can update the items: Updating Security Access for the FormĮvery main form for every entity has security roles to enable in order for users to access the form for the entity. Enabling the form on the unified interface app you are trying to access the form from.
The 3 things to update and manage when creating or modifying new forms are: How many times while in your Microsoft Dynamics 365 CRM solution (otherwise known as CE) have you made a custom form, but you do not see the form available? This happens because every form has many different layers of security privileges to manage in order to appear in the user interface.
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