web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

News and Announcements icon
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Unanswered

Security Roles

(0) ShareShare
ReportReport
Posted on by 10

Hello,

I'm new to Dynamics and trying to configure a new security role. I've been able to set the permissions on certain entities but not others as they don't appear in the security roles' settings options. I suspect this is because these are related entities but am I right? Examples include:

- accountleads

- customeraddress

- appaction

- appointment

I've gathered my list using the XRMToolBox Access Security Roles tool.

Many thanks!

I have the same question (0)
  • Anton Dali Profile Picture
    85 on at

    Hi,

    1. Appointment. Tables (entities) which act in the system as an activity type don't have personal options in the security role. All of those (task, fax, letter, etc.) tables depends on Activity permission settings

    2. Customeraddress. Original name of this one is Addresses. This tables has no visibility in the security role. From system prospective there is no need to govern accessibility of this data. Everyone should be able to observe it, since your business requirements don't force you to create custom table

    3. Accountleads. I suppose this one isn't a table

    4. Appaction. This term unfamiliar to me

  • Kat82 Profile Picture
    10 on at

    Thank you @Anton :-)

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Season of Sharing Community Challenge Launch!

Jump in, show your community spirit, and win prizes!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Nagaraju_Matta Profile Picture

Nagaraju_Matta 121

#2
ManoVerse Profile Picture

ManoVerse 67 Super User 2026 Season 1

#3
Abhilash Warrier Profile Picture

Abhilash Warrier 66 Super User 2026 Season 1

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans