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Assigning Security Role To A User In A Child Business Unit -Dynamics 365 Customer Engagement

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Posted on by Amukelani_M

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Good-day

My team and I configuring security for dynamics 365 customer engagement. Assigning security privileges to a user in the child business unit is non-responsive.

We decided to use the salesperson role as an inherited role from the parent business unit since inherited roles cannot be modified.When all salesperson privileges(create,read,write,delete etc. . .) are disabled for leads entity (including the business unit salesperson belongs too), the user(salesperson) is still able to view all the leads for all business units, which is strange.

How can we solve this problem?

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Fabio Branco on at

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RE: Assigning Security Role To A User In A Child Business Unit -Dynamics 365 Customer Engagement

Hi Amukelani,

I would start by break down the situation with only 1 Lead record, one parent and child business units, and a couple of users.

Please be aware that the user will get the access from the team member's priviledge inheritance roles, and the roles from other teams in which the user is member

The child business unit users should have access to Lead record with the Deep access at the entity level, as per Microsoft Docs: docs.microsoft.com/.../security-roles-privileges

Are you taking in account in your situation the the roles from other teams in which the user is member?

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