Coveo Read-Only Role Modifications Are Overridden Following a Coveo for Microsoft Dynamics 365 Update

This known issue affects Coveo for Microsoft Dynamics 365 1.1.180418.7 (April 2018) and later versions (see Coveo for Microsoft Dynamics 365 Release Notes) installed in Microsoft Dynamics 365 9.

Symptoms

Since the Coveo for Microsoft Dynamics 365 1.1.180418.7 (April 2018) release, the Coveo read-only role is automatically created for sources using the application user authentication method (see Assigning a Security Role to the Coveo User).

If you created a source using this authentication method and granted the Coveo Read-Only role extra permissions in order to index additional entities, these modifications will be overridden when updating Coveo for Microsoft Dynamics 365 (see Add/Edit a Microsoft Dynamics 365 Source).

This known issue does not affect Microsoft Dynamics 365 sources that use the credentials authentication method. Moreover, since the option to authenticate with an application user is not available in Microsoft Dynamics 365 8, users of this version are not impacted.

Resolution

The following solution must be done by a user with permissions to edit security roles and edit a user’s roles.

  1. Create a new role with the desired custom entity permissions:
    1. Navigate to Settings > Security > Security Roles.
    2. In the Security Roles page, click New.
    3. In the window that opens:
      1. In the Details tab, enter a Role Name.
      2. In the next tabs, click the Read circle corresponding to your custom entities until it is set to the Organization permission level (filled in green).
      3. Click Save and close.
  2. Assign your new role to the application user:
    1. Navigate to Settings > Security > Users
    2. In the Enabled Users page, select the Coveo Connector user, and then click Manage roles.
    3. Select your new role, and then click OK.