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Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Security role changes for users

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Posted on by 5,516

For particular security role /user 

I need able to make visible to close opportunity as won button 

What security role I need to give

I have the same question (0)
  • Verified answer
    LeoAlt Profile Picture
    16,341 Moderator on at

    Hi Partner,

    Actually there is no special security role for user to close opportunity.

    Just need to make sure that the security role has the permission to write the opportunity record.

    For example, Sales Person has this permission.

    3568.pastedimage1602035461578v1.png

    Regards,

    Leo

  • sandeepc Profile Picture
    5,516 on at

    Dead deal( close as lost button) not displaying 

    Security roles are correct and Ribbon commands are correct still not displaying

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