Permission set - questions when create a new user group

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Posted on by B@houston

Hi all,

I created a new user group for PMs and got issue.

First, I added Customer, View, Vendors View etc.., but I have to add D365 BUS Full Access because if not, the user got below error and cannot access customer card, vendor card at all.

After added BUS FULL access user can access customer/vendor master no error this time. But users can make changes to the customer, vendor and item etc. It seems that i am in circle. Any suggestions? Thank you.

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YUN ZHU 96,256 Super User 2025 Season 2 on at

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Hi, you can use Record Permissions to get the minimum permissions needed.

Hope this helps.

https://yzhums.com/10068/

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JAngle 137 on at

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The permissions recording feature is a good idea here. Yun Zhu has provided a good breakdown of this.

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