Microsoft Dynamics 365 | Integration, Dataverse...

Configure Security Role for user to only see their Activities and update

(7) Share

Report

Posted on by ctedesco3307

I'm trying to configure the security role so this user can create activities but only see what they have created.

Users from another Business Unit enter activities first - then when issue is closed it is transferred to this user's business unit, where they need to be able to enter activities (Tasks) also - but I don't want them to see the history from the other user

I have all the permissions set for user (Test2) in the role for the activities table - what am I missing? Thank you

Categories:

Dynamics 365 general

I have the same question (0)

All responses (3)

Answers (0)

Sort by

Suggested answer

Ramesh Kumar 7,549 Super User 2026 Season 1 on at

Like (1)

Report
Copy link

Link copied!

Security role → Core Records tab:

Activity (ActivityPointer): Read = User, Create = User, Append/Append To = User, Write/Delete = User (as needed).

For each type you use (Task, Phone Call, Email, Appointment, etc.): set the same (Read = User, Create = User …).

Thanks, Ramesh

If this was helpful, please check the "Does this answer your question?" box and mark it as verified.

Was this reply helpful? Yes No
Suggested answer

NM-25081547-1 7 on at

Like (0)

Report
Copy link

Link copied!

What you are experiencing is correct and the intended behavior of Activity types entities. Record ownership can be of two types - "Organization", "User or Team". Activities have the type as later. Activities do not have a stand alone behavior as the core records do.

You might want to create custom table with ownership type as "Organization" and achieve what you are looking for.

Was this reply helpful? Yes No
ctedesco3307 37 on at

Like (0)

Report
Copy link

Link copied!

@NM-25081547-1 The User who entered the last 2 tasks on this screen shot are in a different team then this logged in user. Shouldn;t they NOT be able to see the other teams tasks?

Was this reply helpful? Yes No