Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

CRM Basic License - entity Invoice

(0) ShareShare
ReportReport
Posted on by

Hi,

In our CRM solution we need to convert some users to Basic License. I have question about "read only" permission on Invoice entity for BASIC user.

1. Invoice is created by admin user. Admin user will share this invoice to users with read permission.

2. Salespersoon user only need to read invoice record.

Is this conform with BASIC license?

*This post is locked for comments

  • Aileen Gusni Profile Picture
    Aileen Gusni 44,524 on at
    RE: CRM Basic License - entity Invoice

    Hi Vit,

    Seems yes for Read Only

    here is the mapping

    blogs.technet.com/.../mapping-the-basic-user-to-security-role-settings-suggestions.aspx

    www.kms-software.com/.../how-kms-use-dynamics-crm-licensing-structure-for-construction-firms

    As long as they have been assigned to the correct security role with privileges.

    Thanks

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

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

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

Kudos to the February 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... 292,516 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,432 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans