Skip to main content

Notifications

Announcements

No record found.

Dynamics 365 general forum
Answered

security access for editing system entity and custom entity

Posted on by 190


Hi,

I have created a security role which has access to customize solutions and entities objects. But user with this role is not able to edit entity and get the following error.

"
Insufficient Permissions
You do not have permission to access these records. Contact your Microsoft Dynamics 365 administrator for help.

"

Regards
Venkatesh G

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: security access for editing system entity and custom entity

    Hi Partner,

    Has the problem been solved?

    Please click Yes under "Did this answer your question?" to close this thread.

    pastedimage1605172195720v1.png

    Thanks. 

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • Suggested answer
    RE: security access for editing system entity and custom entity

    Thank you Leah Ju,

    I followed the same steps and created new security role and it is working as expected.

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: security access for editing system entity and custom entity

    Hi Venkatesh,

    It is a privilege issue, maybe some privileges you not set in this security role.

    As you mentioned above, the security role can access to customize solutions and entities objects, which is similar System Administrator and System Customizer security role.

    You can copy the existing security role and save it with a new name, then modify the privileges and access levels to accommodate the new security role, which can save time and avoid unnecessary error.

    1.Go Settings > Security > Security role.

    2.In the list of security roles, under Name, select the security role you want to copy, and then on the Actions toolbar, select More Actions > Copy Role.

    pastedimage1605161257794v1.png

    3.In the Copy Security Role dialog box, in the New Role Name text box, type in the name for the new security role.

    pastedimage1605161276236v2.png

    4.Remove or modify privilege of the new security role.

    5.Assign the new security role to the user that you want to test.

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • RE: security access for editing system entity and custom entity

    Screen shot of error message

    pastedimage1605013329266v1.png

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

Anton Venter – Community Spotlight

Kudos to our October Community Star of the month!

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Dynamics 365 Community Newsletter - September 2024

Check out the latest community news

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,564 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,651 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans