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Salesperson Security Role being able to update contacts

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Posted on by JM-07102008-0

Hi,

What security role needs updated so that users with the salesperson role can update contact first and last name. Is it possible to have it so they can update the name but not be able to delete the contact.

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JM-07102008-0 4 on at

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Salesperson Security Role being able to update contacts

It is set to that. When one of my sales reps who have this role assigned to them the first and last name field Is not there. They can edit email and such but not the first and last name.
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Muhammad.Affan 4,449 on at

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Salesperson Security Role being able to update contacts

Hi There,

Go to admin.powerplatform.com

Open the environment

from the RHS select (see all) under security roles . It will open a list of security role. Search for salesperson role and make following changes:

On Contact table change the access level of create, read and write privileges to "Organisation" and "none" for delete privilege.

Reach out if you still face issues.

Finally, once your issue is resolved and my suggested answer has helped, please do not forget to click Yes under "Did this answer your question?" to close this thread.

Thanks
Affan
Follow my channel related to Dynamics 365: https://www.youtube.com/@AffansDynamicsJourney