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Customer experience | Sales, Customer Insights,...
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Created a user role in CRM online version and give only read rights on Quotaion but it is able to create Quotation

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Created a user role in CRM online version and give only read rights on Quotaion but it is able to create Quotation kindly some one help in this. Is it a microsoft bugs or I configure it wrong or something I miss?

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  • Suggested answer
    AJ-22040756-0 Profile Picture
    on at
    RE: Created a user role in CRM online version and give only read rights on Quotaion but it is able to create Quotation

    Hi Partner

    Just check the teams or the BU he belongs to if any of those has create permission on Quotation entity or if any other security role has also the create/edit privilege for quotation entity.

    Security role will inherit from the teams role and higher precedence will take privilege. 

  • Verified answer
    Bipin D365 Profile Picture
    28,983 Moderator on at
    RE: Created a user role in CRM online version and give only read rights on Quotaion but it is able to create Quotation

    Hi,

    I don't think it is a bug. Check if user belongs to any team and that team has any security roles.

    Navigate to settings->Security->Users->Open user record->Check Team subgrid and note down teams name.

    Now go to teams and check security roles of team and see if any team security role has create permission on quote.

    If found helpful, Please mark my answer verified.

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