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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Business unit manager ...
Customer experience | Sales, Customer Insights,...
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Business unit manager access

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Posted on by sasdharanr 4
We want to provide read only access to business unit manager whenever an opportunity is created. 
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  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Hi Partner,
    To control who can access restricted or sensitive data and resources and what they can do with them, assign users to security roles. 
    Then, configure the privileges associated with the security role.
    Open security roles you need, and remove other privileges and keep read privilege on the oppoetunity:
    I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
    Regards,
    Leah
  • Ali Raza Profile Picture
    Ali Raza 10 on at
    Dear Sasi,
     
    1. Create a custom security role: Create a new security role named "Manager Read-Only" and assign it the following privileges.
     
    2. Read privilege for the Opportunity entity
     
    3. Assign the security role to business unit managers: Identify all business unit managers and assign them the "Manager Read-Only" security role.
     
    Regards
    Ali Raza

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