Skip to main content

Notifications

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

support can see read-only data from Opportunity for all accounts.

(0) ShareShare
ReportReport
Posted on by

Hi,

I need to assign security to the support user so that they can see data only from opportunity and Accounts and no other entity. I have tried creating a business unit and assign access only to that unit. However, it seems not to be working. can anyone out some light on it?

*This post is locked for comments

  • Suggested answer
    gdas Profile Picture
    50,091 Moderator on at
    RE: support can see read-only data from Opportunity for all accounts.

    Hi Ankur,

    I believe you have created security role with giving access only business unit level access for those two entities.  Hope this works.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

🌸 Community Spring Festival 2025 Challenge Winners! 🌸

Congratulations to all our community participants!

Adis Hodzic – Community Spotlight

We are honored to recognize Adis Hodzic as our May 2025 Community…

Leaderboard > Microsoft Dynamics CRM (Archived)

#1
Mohamed Amine Mahmoudi Profile Picture

Mohamed Amine Mahmoudi 83 Super User 2025 Season 1

#2
Community Member Profile Picture

Community Member 54

#3
Victor Onyebuchi Profile Picture

Victor Onyebuchi 6

Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans