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Microsoft Dynamics CRM (Archived)

Read Only Security Role Not Working

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Posted on by 285

Hi,

So I created a new role by cloning the out of the box Sales Person security role and I removed the create, write and delete permissions on all tabs as the intention is to create a Read Only security role, the read privilege has been set to Org level on all the tabs, however when the user try's to open for example an account record the following message appears:

Insufficient Permissions

You do not have permission to access these records. Contact your Microsoft Dynamics 365 administrator. If you contact support, please provide the technical details.

Any advise you can give to point me in the right direction would be appreciated.

Spaz

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  • Spaz Profile Picture
    Spaz 285 on at
    RE: Read Only Security Role Not Working

    Ok I seem to have figured it out for myself, its to do with the UserEntityUISettings privilege, I needed to give write permissions here so that the records could be opened and viewed.

    Thanks

  • Gopalan Bhuvanesh Profile Picture
    Gopalan Bhuvanesh 11,401 on at
    RE: Read Only Security Role Not Working

    You removed privileges for Core Records and Custom entities?

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