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If you also had the same issue here are the steps that will solve you a lot of time of going through privileges:

1. Export the security role that all your users share ( in case you want all your users to be able to access Documents in Sharepoint).

2. Open the customizations XML with notepad.

3. Add the following privileges at the bottom

<RolePrivilege name=”prvAppendSharePointData” level=”Global”/>

<RolePrivilege name=”prvAppendSharePointDocument” level=”Global”/>

<RolePrivilege name=”prvAssignSharePointDocument” level=”Global”/>

<RolePrivilege name=”prvCreateSharePointData” level=”Global”/>

<RolePrivilege name=”prvCreateSharePointDocument” level=”Global”/>

<RolePrivilege name=”prvDeleteSharePointData” level=”Global”/>

<RolePrivilege name=”prvDeleteSharePointDocument” level=”Global”/>

<RolePrivilege name=”prvReadSharePointData” level=”Global”/>

<RolePrivilege name=”prvReadSharePointDocument” level=”Global”/>

<RolePrivilege name=”prvWriteSharePointData” level=”Global”/>

<RolePrivilege name=”prvWriteSharePointDocument” level=”Global”/>

4. Replace the customizations.xml and import the solution.

Done 🙂

Thanks everyone!

Mario

2 responses to “CRM 2013 Leo – Lost Documents Button after enabling Server-based SharePoint integration”

  1. […] Custom security roles need to be configured in order for users to see the Documents button. See https://crmandcoffee.wordpress.com/2014/06/07/crm-2013-leo-lost-documents-button-after-enabling-serve… for more […]

  2. Torben Avatar
    Torben

    How do you import/export security roles?

Leave a reply to Torben Cancel reply

I’m Mario

Welcome to MS Tech & Coffee, a project I started more than 8 years ago as a place where I could drop things that I was encountering in my journey as .NET developer in the UK. That journey has taken me to many places and now looking back I want to use this project to share some of my personal views on technology, AI, the Microsoft ecosystem and of course.. a bit of coffee!

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