Skip to main content

Notifications

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Users to create own views - security rights?

(0) ShareShare
ReportReport
Posted on by 135

Hello,

We have a security group which allows members to have all rights over all entity's in the CRM. The only thing they cant do is customization.

In the "customization" tab in security we have "None Selected" for "create", "read", "write" & "delete" for Customization, Entity and Field. Apart from that the users have organisational level access to all.

The users with this security role create their own views but with these current settings are unable to add a new column to the view from Edit Columns in the advanced find.

Can someone point me in the right direction please.

Thanks

*This post is locked for comments

  • G Sav Profile Picture
    on at
    RE: Users to create own views - security rights?

    You will need to give the permission Saved View in permissions along with attribute Map (Read) and Customizations (Read)

  • Vijay Waghmare Profile Picture
    on at
    RE: Users to create own views - security rights?

    Try assigning "Read" privilege at "organization" level for customizations, entity and field for role.

    Thanks,

    Vijay

  • Suggested answer
    Sumit Bhatnagar 99 Profile Picture
    1,850 on at
    RE: Users to create own views - security rights?

    Hi..

    Do you still have the same issue ? If you have the same issue please let me know.

    Thanks.

  • Sumit Bhatnagar 99 Profile Picture
    1,850 on at
    RE: Users to create own views - security rights?

    Hi..

    Are you getting any error message ?

    If you can paste the screen shots of the Security role then it would be great for us .

    thanks a lot.

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

🌸 Community Spring Festival 2025 Challenge 🌸

WIN Power Platform Community Conference 2025 tickets!

Jonas ”Jones” Melgaard – Community Spotlight

We are honored to recognize Jonas "Jones" Melgaard as our April 2025…

Kudos to the March Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 294,099 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 232,866 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,158 Moderator

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans