Skip to main content

Notifications

Announcements

No record found.

Customer experience | Sales, Customer Insights,...
Suggested answer

New solution added to customer portion of Marketing - How to restrict access to records

(0) ShareShare
ReportReport
Posted on by 229

Hi,

I been asked to create a new solution for one our departments which will have a different purpose than the normal marketing of business 2 business, but more business to customer.

They also want to use the marketing aspect for sending out flyers, customer journey's, segmentation.

What I'm having trouble is and I'm slightly new to Dynamics is how to restrict access to other users / members who also use this application.

I've created a Business Unit (Veterans) but need assistance to enable only selected users can access the data and send out customer journeys.  A few of these will be current users who have access to the marketing app and will assist with the new app.

pastedimage1660575760928v1.png

  • Suggested answer
    Leco Lv Profile Picture
    Leco Lv on at
    RE: New solution added to customer portion of Marketing - How to restrict access to records

    Hi Chris1968,         

               You can manage the user's security roles as an administrator, check each of the security roles  the user already has.

               pastedimage1660644079327v1.png

               open the security roles to find the Custom  Entities, find the Veterans, and then edit the read privilege to restrict or allow access to members according to your ideas.

                pastedimage1660644089232v2.png

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Congratulations to the January Top 10 leaders!

Check out the January community rock stars...

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,162 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,962 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans