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Customer experience | Sales, Customer Insights,...

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Custom security roles for Dynamics 365 Customer Voice

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Posted on by Mislav

25

Hello everyone,

I have copied Project Owner role on environment and renamed it to Project Editor. That was done in order to remove the privilage to create Customer Voice project so I have completely removed any rights to create projects within Project Editor role. Once I shared the access to the test user, I was still able to create Customer Voice projects eventhough test user has only Project Editor role without create privialge.

Could you please help me with this issue? Seems like those roles don't work at all...

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Mislav 25 on at

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I have figured out what was the problem. Once the survey is shared with other user, automatically is generated team which by default has Project Owner role which has rights to create the survey. Then, I removed Proejct Owner role from the team and assigned team with Proejct Editor role and everything was as it should be.

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