Due to a Microsoft update to the solution schema, some customers have experienced issues generating documents caused by changes to the inheritance settings of security roles related to DocumentsCorePack (DCP). In detail: The document generation failed because of missing privileges on DCP relevant tables.
While newly installed security roles are now set to “Direct User (Basic) access level and Team privileges” as a default, previously installed security roles may still have the inheritance setting configured to “Team privileges only” which is causing the permission issue.
A workaround to this issue is manually changing the inheritance setting of security roles from “Team privileges only” to “Direct User (Basic) access level and Team privileges”.
How to manually change the inheritance setting
First, sign into the Power Platform admin center. Then select your environment and select “see all” security roles.
Modify the following security roles by updating the inheritance setting for each from “Team privileges only” to “Direct User (Basic) access level and Team privileges”.
- mscrm-addons.com general security role
- DocumentsCorePack security role
- mscrm-addons.com AutoMerge
To do this, once you have selected one of the above security roles, expand the Details, and here you can change the inheritance setting.
Please note: This will work even for solutions marked as non-customizable.
After updating the security roles listed above, document generation should work as expected.
That’s it! If you require further assistance or would like to share feedback, please reach out to us at support@mscrm-addons.com.