Introduction

Sometimes we need to create security roles with minimum privileges of any entity for users while logging in Dynamics 365. In this article I have describe what are basic privileges required to access at least one entity when user logging in Dynamics 365 in the navigation. We need to consider three things for that one is Navigation, second is Home Grid and the Entity Forms. Here is those three items and minimum privileges to create a security role.

Minimum Privilege to render Navigation or buttons.

1. Provide Read privileges of the entity which entity user need to access. Let say if you want to provide Contact entity access in the navigation.
2. Under Customization tab Provide Read privileges on the View.

Minimum Privilege to render Entity Grid

1 Provide Read privilege on the entity which you want.

2. Under Customization Tab Provide Read privileges on Customization and Web Resource .

3. Under Core Records tab Provide Read privileges on Saved View.

Minimum privilege to Render Entity Form.

1. Provide Read privileges of the entity which entity user need to access.

      2. Under Customization Tab provide Read privileges to System Form.

     3. Under Core Records tab Provide Create, Read, and Write privileges on User Entity UI Settings.

Hope this helps :)