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Customer experience | Sales, Customer Insights,...
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create new record button is visible although create privilege is disabled

Posted on by 80

Hi All,

I have disabled create privilege for Contact Entity in a custom security role but still +New Button is visible and able to create and save the record also from that role. I have check default (BU) team's security role but no roles are assigned there as well.

As standard behavior as per security role, this + New Button shouldn't be visible or at least the system should give privilege error while saving the record.

I tried to replicate this behavior for Lead Entity, but its working as expected( If create Privilege is removed then +New button is hidden)

I am new to Dynamics and this a bug in production, I need urgent help.

Regards,

Persis

  • Suggested answer
    Krishan kumar Profile Picture
    Krishan kumar 20 on at
    RE: create new record button is visible although create privilege is disabled

    HI Persis,

    This is complete OOB feature, If User does not have Create permission on an Entity they wont be able to create record. I suggest you to check User's Security Role, Team Security Role which he is in.

    learn.microsoft.com/.../how-role-based-security-control-access-entities

  • Bhaskar Sharma Profile Picture
    Bhaskar Sharma 60 on at
    RE: create new record button is visible although create privilege is disabled

    Hi Persis,

    Is there only one security role assigned to the user we are looking at? Can you please share the screenshot of the security role

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