News and Announcements icon

Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Restrict case to be ed...

Customer experience | Sales, Customer Insights,...

Suggested answer

Restrict case to be editable or processed only by the current owner / team

(0) Share

Report

Report

Posted on by Vijitha V

75

Hi,

I have a require such that, case can be edited (or proceed the workflow) only by the owner. ie, if a case is assigned by user A to user B, then user A can view that case but cannot act on the case.

The security role for user A and user B has Organization level privilege to create & read and user level privilege for edit, append & append to. However, even if the case is assigned by user A to user B, user A can still edit the case even though the new owner is user B. Why so?

Highly appreciate any help. Thanks!

All responses Img

All responses (2)

Answers Img

Answers (0)

Vijitha V 75 on at

Like (0)

Report

RE: Restrict case to be editable or processed only by the current owner / team

Thank you! I shall check the link you shared.
Suggested answer

Gustavo Longo on at

Like (0)

Report

RE: Restrict case to be editable or processed only by the current owner / team

Hello Vijitha,

Hope you are well and safe.

Would say you need to check the access level for each permission (on this situation, Read and Write) based on the user's business units.

See this article for further orientation:

docs.microsoft.com/.../security-roles-privileges

Regards,

Helpful resources

Quick Links

Leaderboard

#1

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2

Martin Dráb 230,214 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans