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Adding Sections to Workplace Menu

Posted on 2007-12-06
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Last Modified: 2013-11-24
I have a clean install of Dynamics CRM 3.0 and would like to add sales and marketing areas to the workplace menu. So, I have given the user all the required permissions and then in the Web Applications, Tools > Options > Workplace. I then check the sales and marketing checkboxes. When I click these, the workplace preview doesn't change and when I OK the change, the workplace menu hasn't changed. I believe this is all I should need to do to enable this.

Does anyone have any idea why this is happening and how to get it working?

Thanks
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Question by:cmhunty
2 Comments
 
LVL 6

Accepted Solution

by:
preitmeyer earned 500 total points
ID: 20420793
cmhunty,
CRM 3.0's menu system on the left hand side of the web application is known as the NavBar area. The NavBar area does not refresh until you close the web application and restart it. This might be what you are experiencing. Close all Internet Explorer windows, clear your cache, and restart IE the log into MSCRM. That should now show the necessary areas (if your user has access to them). Let me know if that does not work
-Paul
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LVL 11

Author Closing Comment

by:cmhunty
ID: 31413125
Hi

I've found the problem. Was really stupid - had a total brain melt. Restricted user is swtched on by default after install for admin user. I don't understand why they would do that! Switched it off and all worked. Sorry for wasting your time!

Chris
0

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