I have a user that cannot see the menu item for the dashboard I created. If they log in with a standard license they can see it. I made sure it requires the same security group as a different dashboard, which they can see. I also cleared the client cache and restarted Epicor. No luck so far.
What menu did you put it under? Only some menus are available to CRM licenses, so it is probably not under one of those… Why don’t you try logging in with your account on a CRM license and see if you can see it.
You will need to put it under a menu a CRM user can see otherwise.
I have a similar issue to this. However mine is related to customizing the RMA Print Form. My user is able to access the Out of the Box version fine, but because I have a customization tied to a Non Menu Item it seems to be causing problems.
I tried creating a UBAQ to mark the CRMMenu checkbox in the Ice.Menu table so that it would allow it to be used in the CRM License… But that hack hasn’t seemed to work