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.
Now navigate to Customization Tab and grant the privileges as per the below screen shot.
--
Happy CRM'ing
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.
--
Happy CRM'ing
Gopinath
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