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,...
Suggested Answer

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

(0) ShareShare
ReportReport
Posted on by 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!

I have the same question (0)
  • Suggested answer
    Gustavo Longo Profile Picture
    Microsoft Employee on at

    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,

  • Vijitha V Profile Picture
    75 on at

    Thank you! I shall check the link you shared.

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 Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the July Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
11manish Profile Picture

11manish 90 Super User 2026 Season 2

#2
Daniyal Khaleel Profile Picture

Daniyal Khaleel 40 Most Valuable Professional

#3
Muhammad Shahzad Shafique Profile Picture

Muhammad Shahzad Sh... 35 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans