all account and contact view

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Posted on by PP-31071217-0

clarifying the requirement, so a sales rep needs to be able to create account, contacts, opportunities, leads etc. but he also needs the visibility of all the other accounts active in the CRM system, just to view. How can this be achieved without scripting

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Microsoft Dynamics CRM

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notaliarslan 2 on at

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Hi,
If you want your Sales representatives to be able to view all the active accounts in the CRM, you have to give them the proper security role. You can achieve this by either assigning the reps a built-in security role or creating a custom security role, so they can view all the accounts in your CRM.
Hoping this will resolve your issue.

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Quartzite 135 on at

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Hello,

In Dynamics 365, you can do this without any scripting by adjusting Security Roles like this:

Step 1 – Check the Sales Rep’s Security Role

Go to Advanced Settings → Security → Security Roles.

Open the Sales Rep’s assigned role (e.g., Salesperson).

Step 2 – Adjust Entity Privileges

For each entity they need (Accounts, Contacts, Opportunities, Leads):

Their own records → Already set to User or Business Unit level Create, Write, Delete as needed.

Other users’ records → Set Read privilege to Organization level (the top green circle).

This will let them view all records in the system, but not edit them.

Step 3 – Make Other Permissions Read-Only

For Write, Delete, Append, Append To:

Keep these at User level (so they can only modify their own records).

Or None if they should not update even their own for that entity.

Step 4 – Test

Login as a Sales Rep and check:

They can create/edit their own Accounts, Contacts, etc.

They can see all other Accounts but can’t edit them.

I hope this will help you.

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DAnny3211 11,397 on at

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Hi there 👋

Thanks for your question!

To allow a sales rep to create accounts, contacts, opportunities, and leads, while also having read-only visibility of all other accounts in Microsoft Dynamics CRM, you can achieve this without scripting by configuring security roles and sharing settings.

✅ Here’s how to do it:

Create or modify a security role

Go to Settings > Security > Security Roles.

Either create a new role or modify an existing one assigned to sales reps.

Set privileges for Account entity

Under the Core Records tab, find the Account entity.

Set Create to User or Business Unit (depending on scope).

Set Read to Organization level—this allows the user to view all accounts in the system.

Apply the role to the user

Assign the updated security role to the sales rep via Settings > Security > Users.

💡 No scripting is needed—just proper configuration of security roles.

Hope this helps!
✅ Please mark this reply as helpful if it answered your question.
Best regards! 👋

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Nour Abuzaid 197 on at

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To let a sales rep create their own accounts, contacts, opportunities, leads, but also view all other accounts without scripting:

Adjust Security Roles
Go to Advanced Settings → Security → Security Roles.
Open the Sales Rep’s role (or create a custom one).

Set Entity Privileges

Create/Write/Delete: User or Business Unit level (so they can manage their own records).
Read: Organization level (so they can see all accounts/contacts in the system).

Keep Other Privileges Limited
Write, Delete, Append, Append To: keep at User level (so they can’t edit others’ records).

Assign Role to Users
Apply the role to the sales reps.

✅ Result: Reps can manage their own records and see all others read-only, no scripting needed.

https://learn.microsoft.com/en-us/dynamics365/sales/security-roles-for-sales
https://learn.microsoft.com/en-us/power-platform/admin/security-roles-privileges?tabs=new

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