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Microsoft Dynamics 365

This post offers some tips on resolving an issue where the Customer or Vendor list is not populating expected results. 

Ensure that the user is not a member of specific external roles;
Go to System administration| Common| Users| Users. Select the user you want to modify the security groups on, and click Edit in the ribbon. After removing the following roles, the end user will be able to access the records in Vendor list.

 

  • Vendor (external)
  • Vendor (external) – Public sector
  •  Vendor anonymous (external)
  •  Vendor portal administrator (external)
  •  Vendor portal administrator (external) – Public sector
  •  Vendor prospect (external)
     

Go to System administration| Common| Users| Users. Select the user you want to modify the security groups on, and click Edit in the ribbon. After removing the following roles, the end user will be able to access the records in Customer list

 

  • Applicant anonymous (external)
  • Customer (external)
  • Customer anonymous (external)
  • Customer self-service administrator (external)
  • Retail store manager

 

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