RE: Need to limit access (Read, Write, Append) to records assigned to a Team
Hello mblozis,
You can limit access to records assigned to a team by using Security Roles and Teams. This can be accomplished in the following steps:
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Create a new team or use an existing team in Dynamics 365 CRM. Make sure that the team has the appropriate members.
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Create a new security role or use an existing security role. In the security role, go to the "Record-Level Security" section and configure the access level for the entities that you want to limit access to. For example, if you want to limit access to Accounts, you can set the access level to "User" and select "Team" as the filter.
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Assign the new security role to the team members that you want to limit access to.
Once the above steps are completed, only the members of the team assigned to the security role will have access to the records assigned to the team. They will only be able to read, write, and append the records, depending on the access level that you have configured in the security role.
It's important to keep in mind that Dynamics 365 CRM security roles allow to grant access on specific records level, but to grant access to the whole entity you need to use the "Entity-level security" section of the security role.
Additionally, if you want to grant access to a specific record level to only certain records of an entity, you can create a custom view and grant access to that view to the desired security role, this way only those records that match the filters of the view will be accessible.
