web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Security Role for Tasks

(0) ShareShare
ReportReport
Posted on by

Hi there,

I'm trying to set security privileges for the Task entity in my instance. But cannot find it when customizing a security role. is there a different place where i am able to set privileges for Tasks or am i just looking right past it?

The problem is that every user can see all task in the system even if not assigned to them, i would like to be able to limit this.

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    ashlega Profile Picture
    34,477 on at

    You cannot set up security privileges separately per activity type(tasks, phone calls, etc) - you can only do it for all activities together (Core Records->Activity entity)

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

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
JS-09031509-0 Profile Picture

JS-09031509-0 3

#2
AS-17030037-0 Profile Picture

AS-17030037-0 2

#2
Mark Eckert Profile Picture

Mark Eckert 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans