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Microsoft Dynamics CRM (Archived)

User privileges

Posted on by

Hi!

I have an issue about user privileges. 

I created security role - test. 

On Core Records tab I set on "User" for all permissions for Activity.

But user can see all own activities and all department activities...

Who know how fix it (you could try this to see it...) ?

Thanks!  

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: User privileges

    Hi Anatoliy,

    I'm glad you've solved.

    Have a nice day.

    If you found the answer helpful, please mark as Verified 

    Join my network on LinkedIn      Follow me on Twitter 

    Thank You & Best Regards

    Francesco Picchi

    Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

    Independent Contractor

    http://www.francescopicchi.com

  • RE: User privileges

    Hi Francesco!

    I recreated new activities and all ok.

    You FetchXML was very useful.

    Thank you so much for help!

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: User privileges

    Hi Anatoliy,

    in this case i suggest to open a ticket to Microsoft.

    Never seen a case like that.

    Please let us know.

    If you found the answer helpful, please mark as Verified 

    Join my network on LinkedIn      Follow me on Twitter 

    Thank You & Best Regards

    Francesco Picchi

    Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

    Independent Contractor

    http://www.francescopicchi.com

  • RE: User privileges

    Hi Francesco!

    I run this queries.

    In first query I selected all users who can read activities (this list without my test user)

    In second query I selected all teams (this list without my team with security role "test"...)

    It's amazing...

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: User privileges

    Hi Anatoliy,

    use the following fetchs (one for systemuser, one for teams) to identify who has accesso to prvReadActivity related to his Role.

    Please let me know if you solve and the cause of misbehaviour.

    <fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>
        <entity name='privilege'>
            <attribute name='name' />
            <link-entity name='roleprivileges' from='privilegeid' to='privilegeid' alias='pu' link-type='inner' >
                <link-entity name='role' from='roleid' to='roleid' alias='rpu' link-type='inner' >
                    <attribute name='name' />
                    <link-entity name='systemuserroles' from='roleid' to='roleid' alias='sr' link-type='inner' >
                        <link-entity name='systemuser' from='systemuserid' to='systemuserid' alias='srr' link-type='inner' >
                            <attribute name='systemuserid' />
                            <attribute name='fullname' />
                        </link-entity> 
                    </link-entity> 
                </link-entity> 
            </link-entity> 
            <filter type='and'>
                <condition attribute='name' operator='eq' value='prvReadActivity' />
            </filter>
        </entity>
    </fetch>

    <fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>
        <entity name='privilege'>
            <attribute name='name' />
            <link-entity name='roleprivileges' from='privilegeid' to='privilegeid' alias='pt' link-type='inner' >
                <link-entity name='role' from='roleid' to='roleid' alias='rpt' link-type='inner' >
                    <attribute name='name' />
                    <link-entity name='teamroles' from='roleid' to='roleid' alias='tr' link-type='inner' >
                        <link-entity name='team' from='teamid' to='teamid' alias='trr' link-type='inner' >
                            <attribute name='teamid' />
                            <attribute name='name' />
                        </link-entity> 
                    </link-entity> 
                </link-entity> 
            </link-entity>
            <filter type='and'>
                <condition attribute='name' operator='eq' value='prvReadActivity' />
            </filter>
        </entity>
    </fetch>

    If you found the answer helpful, please mark as Verified 

    Join my network on LinkedIn      Follow me on Twitter 

    Thank You & Best Regards

    Francesco Picchi

    Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

    Independent Contractor

    http://www.francescopicchi.com

  • RE: User privileges

    Hi Francesco!

    No.. I checked all cases...

    Test user can open activities that was created by admin (

    I could make screenshots with security role settings and activities view

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: User privileges

    Hi Anatoly,

    maybe all the activities are owned by the same team or shared with it?

    Please let me know.

    If you found the answer helpful, please mark as Verified 

    Join my network on LinkedIn      Follow me on Twitter 

    Thank You & Best Regards

    Francesco Picchi

    Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

    Independent Contractor

    http://www.francescopicchi.com

  • RE: User privileges

    I use CRM Online 8.2.x.

    Test user hasn't any role, he added to test team with security role "Test".

    But this user can open and edit tasks that was created by another user (like admin...)

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: User privileges

    Hi Anatoliy,

    please check if user is member of some team with roles or if he owns some records (like accounts) which has default cascade behaviours.

    Please let me know.

    If you found the answer helpful, please mark as Verified 

    Join my network on LinkedIn      Follow me on Twitter 

    Thank You & Best Regards

    Francesco Picchi

    Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

    Independent Contractor

    http://www.francescopicchi.com

  • Guido Preite Profile Picture
    Guido Preite 54,081 Super User 2024 Season 1 on at
    RE: User privileges

    the user has only your test security role? because security roles are additive

    as it is online, please post also your exact version (8.2.x or 9.0.x)

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