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I need to remove the Leads Tab in Dynamics for specific Security Roles, Can this be done?

This question has suggested answer(s)
Steve Cuny
Posted by
on 9 May 2012 6:35 PM

We have several Sales Channels in our Organization.  We load Leads into the Leads Entity for use by only of of these Channels.  I want to remove the Leads Tab for the other Channels.  I have updated the Security Role to not allow and privliges, but the Leads tab is still present and they can view the records.
All Replies
  • Frank Lee
    Posted by
    on 9 May 2012 7:58 PM
    Suggested Answer

    If the user still can view the lead records - I would recheck the security role for that user.  Ensure that that is the only security role for the user (maybe other security roles allowing access to lead) and empty circle for the lead entity for the security role settings.

    Frank Lee
    CRM MVP since 2006
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  • Scott Sewell
    Posted by
    on 10 May 2012 6:58 AM
    Suggested Answer

    Removing the Add privilege isn't enough, you need to remove the "Read" privilege on the security role.

    Also make sure the users aren't members of a team that has 'read' privilege to the lead - it's possible that they could be receiving visibility through a team's role rather than the role on their user record.)