Minimum Privileges required to Login Microsoft Dynamics 365/CRM

Hi,

We are working with the Security roles recently. Normally we copy the existing security roles and create a new ones and add the required privileges for the same.

There might a scenario where we have a create a new security role with bare minimum privileges which user can login with them.

Here are those basic privileges that grants user to access Dynamics 365/CRM.

Business Management Tab
Organization	Read Organization Level
User	Read Business Unit Level
Currency	Read Organizational Level
	Append Organizational Level
	AppendTo Organizational Level
Core Records
Post	Create Organization Level
	Read Organization Level
	Append Organizational Level
	Append To Organizational Level
User Entity UI Settings	Create User Level
	Read User Level

Now navigate to Customization Tab and grant the privileges as per the below screen shot.

Hope this helps.

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Happy CRM'ing

Gopinath

Identify Users with No Valid CRM Security Role

Hi,

The tedious work we do when a Dynamics CRM Implementation goes live is getting the users on board with CRM. For this, CRM Admins must ensure that all users must have a security role to log in without any issue.  When we have hundreds of users and there is a possibility that some users may get missed.

To identify the users with no security roles, CRM has a view i.e Users with no asassigned security role. This view gives the users who have a valid license but do not any security role.

Hope this helps.
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Happy CRM'ing

Gopinath

Disable OOB Pricing in CRM - Calculate Price - OOBPriceCalculationEnabled in Dynamics CRM

Hi,

In some projects, we might not use the standard set of pricing and calculation which are OOB by setting the Price Lists and we all know that system requires Price List as a required value on the Quote, Opportunity etc.. for adding products else it will show the warning on the form.

For this scenarios, we can disable the OOB Pricing in CRM. Here are the steps for the same.

1) Navigate to Settins -> Adminstration -> System Settings -> Sales Tab
2) Set Use system pricing calculation to No

Everytime an Opportunity, Quote, Order or Invoice is created or updated the plug-in registered on the CalculatePrice executes to calculate prices as specified in the custom code of the plug-in. The CalculatePriceRequest message doesn’t have any usage scenario of its own. It’s exposed so that you can plug in your own custom pricing calculation logic if you don’t want to use the out-of-box pricing provided by Dynamics CRM.

Here is the sample code for the Plugin - Calculate Price plug-in

Hope this helps.

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Happy CRM'ing

Gopinath

If you enable the hierarchy setting for this relationship, all rollup definitions that use the existing hierarchy will become invalid

Hi, 

Today, I was creating a Hierarchy Setting on the entity and got the below message.

If you enable the hierarchy setting for this relationship, all rollup definitions that use the existing hierarchy will become invalid

I did search for the meaning and here it is.

Check that you have already a relation that has been declared as Hierarchy while in the relation ship as by rule we can have only one and self relation hierarchy.

Hope this helps.

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Happy CRM'ing

Gopinath