ISV Extension Privilege Required To Display Renamed Information Form Navigation Pane Group Headings

Colin Maitland, 22 July 2013

When customising forms in Microsoft Dynamics CRM 2011 it is possible to customise the Information Form Navigation Pane.

  

One way on which the Navigation Pane may be customised is to rename the Group Names. This is sometimes desirable because it not possible to remove these groups or to add new ones. Note: Groups that have no related items, however, will not be displayed to users. 

The following screenshot shows the Information Form Navigation Pane in design view showing the standard Group Names, i.e. Common, Sales, Service, Marketing and Processes.

  

I recently customised the Information Form Navigation Pane for a custom Events entity by renaming some of the Group Names and adding some related items to each renamed Group. I renamed Marketing to Event Setup, Sales to Related Records and Service to Registration Fees. The following screenshots show the Sales Group being renamed to Related Records.



 

I also repositioned the Event Setup and Related Records Groups to be displayed before the Common Group. The following screenshot shows these changes: 

 

I then discovered that the renamed Group Names though correctly displayed for me, using the System Administrator and System Customer Security Roles, were not correctly displayed for some users using a certain combination of Security Roles. The standard Marketing, Sales, and Service Group Names were displayed instead of the custom Event Setup, Related Records, and Registration Fees Group Names as shown in the following screenshot:

  

After some testing I discovered that the Security Roles of the affected users needed to have the ISV Extensions privilege on the Customization tab to be selected as shown in the following screenshot. Once this privilege was selected, the custom Group Names where then correctly displayed for those users.

  

A review of the standard Microsoft Dynamics CRM 2011 Security Roles, listed in the screenshot below, shows that this privilege is selected by default only for the following Security Roles: 

• CEO-Business Manager
• CSR-Manager
• Marketing Manager
• Sales Manager
• System Administrator
• System Customiser
• Vice President of Marketing
• Vice President of Sales 

Standard Security Roles

 

In conclusion, it is therefore important when completing certain types of customisations, such as renaming the Group Names on Information Form Navigation Pane, that all users who need to see those customisations have the ISV Extensions privilege selected on the Security Roles assigned to them.