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I've got a problem that just popped up today and I'm not sure how it happened. One of our sales people was poking around and went into the create view option in an attempt to print his Won Opportunities for the year. Somehow he was able to print the entire companies Won Opportunities. This is not something that we want our salespeople to do and I've been asked to correct this right away.
I logged in as a salesperson and confirmed that by going to Create View and adjusting the Query options an end user could see results for the entire company that they are not able to view under our normal views.
It appears as by using Create View allows the users to override the security profile we have set up for our salespeople. As a temp fix I've gone in and removed the option to use Create View, but is there an end user could still use it and have it be regulated by their security profile?
Thanks for your suggestions!
For the default Security Role: Salesperson, the read permission for the Opportunity entity is Organization, meaning Salesperson can see all Opportunity records in the organization.
Therefore, you need to set it to the desired level, such as Business Unit, so that salespeople can only see the opportunity records for their business unit.
I should've mentioned this in my initial post. The security profile for our sales people does have it restricted to only user access to Opportunities, Leads, and Contacts. Though for Accounts we have it set to Business Unit.
That's why I'm really confused as to why the user was able to create a view with every other users Opportunities.
I appreciate your reply and apologize for not mentioning the default security profiles have been adjusted for our salesperson staff.
I would suggest you check all sources of permissions for the sales people, such as their other security roles or the team's roles they belong to.
Here I recommed a tool that you can check the permissions of all security roles for the user.
XrmToolBox 'Your User Security-Magnified' can display all security roles (including the role of the team) for the user.
This is the download page of XrmToolBox: https://www.xrmtoolbox.com/
After downloading and unzipping, open XrmToolBox.exe. Install 'Your User Security-Magnified', connect to your D365 organization.
Select the sales person user and select Detailed, then click Load Privileges.
That's a good recommendation. I thought I'd gone through this users security profile as well as the teams profile, but haven't opened up XRM yet to check further. I'll give that a shot and let you know what I find.
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