172
Hello there,
Defining security roles, we realized there are a lot of entities we really don´t know what are they and where are they used.
Does anyone know where can I find the detail of each entity or option available among all tabs of the security role configuration?
This will be much appreciated.
Thank you.
*This post is locked for comments
Thank you all for your help.
Hi ,
This is very good approach that you want to know the all entities and privileges. Apart from that few things you need to consider before configure new Security roles -
- Don't create new security role from scratch.
- Always create Security role by copying from another existing security role which has provided by MS by default.
- Let say an example you want to give a user minimum privilege in that case select "Salesperson" security role and in the top under more action click "Copy Role" . If you want to give most of the entity access you can create copy of "System administrator" role and remove some entity access which you don't need form the new role.
Hope this helps.
Hi,
In addition to that you can also refer entity reference from here: docs.microsoft.com/.../about-entity-reference
Hi,
Here is the list of all system entities as per tab-
docs.microsoft.com/.../security-roles-privileges
docs.microsoft.com/.../hh547441(v=crm.8)
You can also refer this link which has a link to an attachment which can provide you some more information-
community.dynamics.com/.../169907
Hope this helps.
#1
Mohamed Amine Mahmoudi
83
Super User 2025 Season 1
#2
Community Member
52
#3
Victor Onyebuchi
6
Share
Report
All responses (
Answers (
