Sunday, 3 January 2016

Minimum privileges required to access CRM application

Hi,
 
Today we have a created a new security role in CRM and faced issues when we assigned it to the users.
 
Here is the list of minimum privileges required to access CRM application
 
Entity NamePrivilege(s)   Access LevelSecurity role “Tab” Name
User Entity UI SettingsCreate, Read, WriteUserCore Records
User SettingsReadUserBusiness Management
CustomizationsReadOrganizationCustomization
System FormReadOrganizationCustomization
ViewReadOrganizationCustomization
Web ResourceReadOrganizationCustomization
  • To render the Home page: prvReadWebResource, prvReadCustomization
  • To render an Entity grid (that is, to view lists of records and other data): Read privilege on the entity, prvReadUserSettings, prvReadQuery
  • To view single Entity in detail: Read privilege on the entity, prvReadSystemForm,  prvCreateUserEntityUISettings, prvReadUserEntityUISettings
Hope this helps.
 
--
Happy CRM'ing
Gopinath

3 comments:

  1. A very good step-by-step guide especially for a beginner like me. It’s overwhelming with information, thank you for making it easy and very detailed..
    CRM Software
    Best CRM Software
    Customer Relationship Management Software
    CRM Software for Small Business
    CRM Software in Dubai

    ReplyDelete
  2. We have to thank and share such a nice blog post and interesting information. It is helpful for develop my knowledge, people always searching for this type of posts.
    CRM Software in Dubai
    CRM Software
    CRM Software in UAE
    Best CRM Software
    Customer Relationship Management Software

    ReplyDelete
  3. I just stumbled upon your blog and wanted to drop a quick comment to say how much I enjoyed reading your posts. Your insights are truly valuable and provide a fresh perspective on various topics. The way you present your ideas is engaging and thought-provoking.

    Microsoft Dynamics 365 Abu Dhabi

    ReplyDelete