Merge pull request #1911 from twheeloc/patch-8

Update issues-open-report-designer.md

Author: simonxjx

support/dynamics-365/finance/financial-reporting/issues-open-report-designer.md

@@ -4,7 +4,7 @@
 title: Troubleshoot issues opening Report Designer
 description: Provides a resolution for common issues that can cause problems when you open Report Designer in Microsoft Dynamics 365 Finance.
 author: aprilolson
-ms.date: 12/07/2023
+ms.date: 07/01/2025
 
 # optional metadata
 
@@ -33,10 +33,11 @@ This article provides a resolution for common issues that can cause problems whe
 
 To solve this issue, follow these steps:
 
-- In Internet Explorer, select **Settings** > **Internet Options** > **Security** > **Trusted Sites** > **Sites**. In the **Add this website to zone** field, enter `\*\.dynamics.com`, and then select **Add**.
-- In Internet Explorer, select **Settings** > **Internet Options** > **Security** > **Trusted Sites**. In the area labeled **Security level for this zone**, change the option to **Medium-Low**.
-- Disable the pop-up blocker in your browser.
-- Install [Microsoft .NET Framework 4.7.2 or higher](https://dotnet.microsoft.com/download/dotnet-framework/net472) to workstations.
+- If you're using Internet Explorer:
+    - Select **Settings** > **Internet Options** > **Security** > **Trusted Sites** > **Sites**. In the **Add this website to zone** field, enter `\*\.dynamics.com`, and then select **Add**.
+    - Select **Settings** > **Internet Options** > **Security** > **Trusted Sites**. In the area labeled **Security level for this zone**, change the option to **Medium-Low**.
+    - Disable the pop-up blocker in your browser.
+    - Confirm that you have the latest .NET Framework version installed on workstations. For more information, see [Determine which .NET Framework versions are installed](/dotnet/framework/install/how-to-determine-which-versions-are-installed) and [.NET Framework versions and dependencies](/dotnet/framework/install/versions-and-dependencies).
 - If you're using the Chrome browser, you must install the **ClickOnce** extension to download the Report Designer client. If you're running Chrome in incognito mode, make sure the **ClickOnce** extension is enabled for incognito mode. For more information about the Chrome **ClickOnce** extension, see [System requirements for cloud deployments](/dynamics365/fin-ops-core/fin-ops/get-started/system-requirements).
 - If you're using Microsoft Edge with the Chrome browser, you don't need to install the **ClickOnce** extension for Microsoft Edge Chromium. However, you must enable the **ClickOnce** option to download the Report Designer client. If you're running incognito mode, make sure the **ClickOnce** extension is enabled for incognito mode.
 
@@ -46,11 +47,11 @@ To solve this issue, follow these steps:
     4. Set the drop-down menu option to **Enabled**.
     5. Select **Restart Browser**.
 
-## Issue 2 - The user isn't assigned the required permissions to use Financial reporting
+## Issue 2 - User receives "Connection attempt failed. User does not have appropriate permissions to connect to the server. Contact your system administrator." message when trying to use Financial reporting
 
 ### Resolution
 
-- To verify that the user doesn't have permission, select **Yes** on the error, "Unable to connect to the Financial reporting server. Select Yes if you want to continue and specify a different server address." Then select **Test Connection**. If you don't have permission, you'll see a message that says, "Connection attempt failed. User does not have appropriate permissions to connect to the server. Contact your system administrator."
+- To check if the issue is caused due to lack of permissions, select **Yes** when the error message "Unable to connect to the Financial reporting server. Select **Yes** if you want to continue and specify a different server address. Then, select **Test connection**. If you don't have permission, you'll see a message that says, "Connection attempt failed. User does not have appropriate permissions to connect to the server. Contact your system administrator."
 - The required permissions are listed in [Granting security access to Financial reporting](/dynamics365/finance/general-ledger/financial-reporting-getting-started#granting-security-access-to-financial-reporting). Security in Financial reporting is based on these privileges. You won't have access unless these privileges (or another security role that includes these privileges) are assigned to you.
 - The **Company Users Provider to Company** integration task (also responsible for and known as user integration) runs on a 5-minute interval. It might take up to 10 minutes for any permission changes to take effect in Financial reporting.
 

support/dynamics-365/finance/financial-reporting/unable-to-connect-financial-reporting-server.md

@@ -40,7 +40,7 @@ To solve this issue:
 - Check if the issue occurs in Google Chrome and Microsoft Edge browsers.
 - If the issue occurs only in one browser, it might be an issue with the **ClickOnce** extension. For more information about the ClickOnce extension, see [Issue 1 - Report Designer doesn't start when you select "New" or "Edit"](issues-open-report-designer.md#issue-1---report-designer-doesnt-start-when-you-select-new-or-edit).
 - When you receive the connection error message, select **Test** to test the connection to see what message appears.
-- The issue might be caused by another user not having access to Financial reporting. If a user doesn't have access, they receive a message stating they don't have permission. To resolve the permission issue, see [Issue 2 - The user isn't assigned the required permissions to use Financial reporting](issues-open-report-designer.md#issue-2---the-user-isnt-assigned-the-required-permissions-to-use-financial-reporting).
+- The issue might be caused by another user not having access to Financial reporting. If a user doesn't have access, they receive a message stating they don't have permission. To resolve the permission issue, see [Issue 2 - The user isn't assigned the required permissions to use Financial reporting](issues-open-report-designer.md#issue-2---user-receives-connection-attempt-failed-user-does-not-have-appropriate-permissions-to-connect-to-the-server-contact-your-system-administrator-message-when-trying-to-use-financial-reporting).
 - If the issue occurs in multiple browsers, make sure the time clock on your workstation is set to **Auto**.
 - Work with a user that has security administrator rights in Dynamics 365 Finance, and admin rights to the network domain, to sign in to your workstation to see if they can connect. If they can connect, the issue might be related to network permissions.
 - On the workstation, temporarily disable the firewall. If you can then connect to Report Designer, the issue is with your firewall. Work with your organization's IT department to resolve the issue.