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Dynamics 365 Community / Blogs / xrm CRM Dynamics / Restricting users from crea...

Restricting users from creating an account directly but allowing them to qualify leads

Bipin D365 Profile Picture Bipin D365 28,983 Moderator
Is it possible to restrict user from creating an account but at the same time allowing them to qualify the lead? I tried to do it with OOB security roles configuration but it is not allowing the users to qualify the leads if we remove the ‘Create’ rights on account entity. Approach to solve the… Continue reading Restricting users from creating an account directly but allowing them to qualify leads

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