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?
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.
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.
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.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
Rishabh Kanaskar 258
MVP-Daniyal Khaleel 186
Tom_Gioielli 130 Super User 2025 Season 2