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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to prevent users f...
Customer experience | Sales, Customer Insights,...
Answered

How to prevent users from seeing related emails when they have access to the parent record?

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Posted on by MNTN 6

We have a scenario where a user should be able to see that a record exists, but not see any related emails or activities. We’ve already applied column security on the parent table, so the user can see the record but not its sensitive fields. However, the user still sees emails linked to this record via the “Regarding” relationship. We checked the security role and set Read for Email and ActivityPointer to None, but the emails are still visible. Is there any way to achieve our end goal? 

 

Any suggestions would be appreciated!

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Microsoft Dynamics CRM
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  • Verified answer
    Tom_Gioielli Profile Picture
    Tom_Gioielli 3,078 Super User 2026 Season 1 on at
    If the security permissions for a user on the email table are set to Read = None, then they should not be able to see the emails. My guess is there is another role granting this permission to the user.
     
    Open an email record, and in the top ribbon click on the "Check Access" button and select a standard user. This should show what permissions they have to the record, and how that permission was granted.
     

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