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Microsoft Dynamics 365 | Integration, Dataverse...
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Security role changes for users

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Posted on by 5,005

For particular security role /user 

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

What security role I need to give

  • sandeepc Profile Picture
    sandeepc 5,005 on at
    RE: Security role changes for users

    Dead deal( close as lost button) not displaying 

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

  • Verified answer
    LeoAlt Profile Picture
    LeoAlt 16,331 on at
    RE: Security role changes for users

    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

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