Skip to main content

Notifications

Dynamics 365 Community / Forums / Sales forum / Dynamics 365 CE Sales ...
Sales forum
Suggested answer

Dynamics 365 CE Sales - Advanced Find

Posted on by

Hi all,

Does anyone have any good documentation or references on the required permissions for end users on Dynamics 365 CE advanced find and creating queries?  Is it only the read permission?  If so, a reference is greatly appreciated.

V/R

Lamar

Categories:
  • LamarG Profile Picture
    LamarG on at
    RE: Dynamics 365 CE Sales - Advanced Find

    Thank you! this is helpful

  • Suggested answer
    Mohamed GRAIB Profile Picture
    Mohamed GRAIB 2,498 Super User 2024 Season 2 on at
    RE: Dynamics 365 CE Sales - Advanced Find

    Hi LamarG

    You need Just to give the user the create and read permissions

    pastedimage1683639276130v1.png

    If you want that the user can create views, and dashboards => Read and create privileges 

    If you want that the user cannot create personal views but he can read, => Only the read privileges. 

    Hope that's helpful for you ! 

    I'll search if that's a documentation in Ms Learn, I'll share with you. 

    Please mark the answer as verified if that's helpful for you

    Regards, 

Helpful resources

Quick Links

Dynamics 365 Community Update

Welcome to the inaugural Community Platform Update. As part of our commitment to…

Dynamics 365 Community Newsletter - August 2024

Catch up on the latest D365 Community news

Community Spotlight of the Month

Kudos to Mohana Yadav!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,115 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 227,971 Super User 2024 Season 2

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans