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Customer experience | Sales, Customer Insights,...
Answered

Overriding Security role

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Posted on by 3

HI Team,

What happens when two roles have different set of configurations.

Ex :- In a Rep role, Account entity has BU level Read Access . 

 In a Team Security Role which assigned to Business Unit has User level Read Access. Which will consider on top by the Dynamics system. 

  • Sai@1919 Profile Picture
    3 on at
    RE: Overriding Security role

    Yes Charan, I've verified it yesterday. Appreciate your prompt response and suggestions. Thank You!

  • Suggested answer
    Charan Raju C R Profile Picture
    7 Moderator on at
    RE: Overriding Security role

    I couldn’t find any Microsoft document specifically mentioned about team and user role permission precedences. But you can refer below link which stated - “Security role privileges are cumulative: having more than one security role gives a user every privilege available in every role.

    docs.microsoft.com/.../security-roles-privileges

  • Sai@1919 Profile Picture
    3 on at
    RE: Overriding Security role

    Thank you for the answer Charan! Understood, Do we have any MS Doc explaining about this ?

  • Suggested answer
    Charan Raju C R Profile Picture
    7 Moderator on at
    RE: Overriding Security role

    Hi Sreesai,

    If the user holding two roles with two different permissions on same entity, user will have highest privilege out of them. In your case, user will have Business Unit level read access to Account entity.

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