Home > Uncategorized > You do not have the ‘ISV Extensions’ privilege assigned to your security role.

You do not have the ‘ISV Extensions’ privilege assigned to your security role.

March 23rd, 2018 DynamicsMSCRM

Here are the steps to correct this issue.

1 Open the Main Custom form. Go to Settings > Customization > Customize the System > Entities > Account > Form > Select the Entity Main form.

The following screen appears:

2 Add the Insights 4.0 connector
  • Select the Section and click the Insert tab.
  • On the Insert tab, click the Web Resource icon.

3 Add the Web Resource properties On the Web Resources page, enter the following properties:

  • Search and select the iv_/webpages/summary_mashup.htm web resource.
  • Enter the Field Name and Label Properties field values as WebResource_Insights and Insights.
  • Enter the Web Resource Custom Parameter(data) property values as “solutionVersion=4.1&crm_version=v123” (THIS IS AN OLD VERSION, IF YOU HAVE FILLED THIS FIELD, KEEP IT, DO NOT EDIT IT).
  • Select the Pass record object-type code and unique identifier as parameters and Enable for Tablet check boxes.

4 Add the Formatting tab properties Select the Formatting tab and change the following values:

  • Select the One-Column check box.
  • Enter the value Number of Rows as 20.
  • Select the Automatically expand to use available space check box.
  • Deselect the Display Border check box.
  • Click OK.

5 Create the Insights Navigation Link page Double-click on the Common tile to make it editable. On the Custom Form page, select Insights in the left pane and click the Navigation Link icon as illustrated below:

Note: If the Insights link does not exist under the Common tile, create a new Navigation Link.

6 Add Navigation Link properties On the Navigation Link dialog box, enter the following information:

  • Name as Insights.
  • Icon as iv_/images/insights_32px.png
  • Search and select the Web Resource URL as iv_/webpages/detail_mashup.htm.
  • Click OK.

7 Go to the Form Properties page Select the Insights tab and click the Form Properties icon to bring up the Form Properties page.

8 Modify the custom form properties On the Form Properties page, select the Parameters tab and enter the following information:

  • Click the + Add icon.
  • Enter the Name as iv_onLoadAction.
  • Enter the Type as SafeString.
  • Click OK.

9 Save and Publish Click Save, then click Publish.

Note: Repeat steps 1-9 for Account, Contact, Opportunity, and Lead Microsoft Dynamic CRM entities.

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