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Customer experience | Sales, Customer Insights,...
Suggested Answer

Security Role not working on Teams

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Posted on by 5

Hi, All

I am a beginner of Dynamics CRM, and here is my question.

I create a new Security Role and Set the privilege(Create, Read, Write, Delete, etc...) to SSRS Report.

There is the point, I set the privilege to User but not Organization.

And manage the Security Role to the user who I login.

Everything is perfect, and I can easily New , Edit and Delete a SSRS report.

And then I create a team belongs the user, and removed the Security Role from User and manage the Security Role to the Team.

The same Security Role changed nothing, just move from User to Team.

But the strange thing is that it is not working on Team!!! Here is the error.

0842.Access-Error.PNG

Someone help me to fix it please? Why did I have this problem?

Thanks

I have the same question (0)
  • Johao Larios Profile Picture
    1,795 on at

    Hello There,

    Have you already tried by creating a new team and see if the issue also happens with it?

    regards

  • Suggested answer
    Alok Singh Profile Picture
    910 on at

    Hi there,

    For user to get access to Dynamics , a minimum privilege is required. I am not sure whether you have assigned any security role after assigning previously assigned role to Team

    Even if you have added user as apart of a team and team has a security role assigned, still you need a security role assigned at user level.

    You can refer below blog from Inogic on minimum privilege required to login

    www.inogic.com/.../

  • SamiraM Profile Picture
    587 on at

    Check the details of security roles here:

    blog.crmguru.co.uk/.../

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