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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Duties and privileges ...
Service | Customer Service, Contact Center, Fie...
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Duties and privileges for personalization

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Posted on by Bipin Lama 70

Hello,
For the personalization on D365 views, are there any duties or privileges that I can assign to my Customer service Manager, so that he can manage the views. I do not want to give him all the system admin access, but just want to add that specific duty or privilege to the customer manager role, so that he can publish the views without having system admin access.

Thank You

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at
    RE: Duties and privileges for personalization

    Hello,

    I would say create a role and play with the privileges on the "Customization" tab - those privileges should enable users to work with views.

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