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ReportHello Community Experts,
How do i restrict users from modifying the lead record?
They should only be able to update the record
Kindly guide,
Best Regards,
Sumaira Noor
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Hello Community Experts,
How do i restrict users from modifying the lead record?
They should only be able to update the record
Kindly guide,
Best Regards,
Sumaira Noor
Thanks a lot for the response Mehdi
I followed the steps you have mentioned
But still I'm able to update record
Kindly guide
Best Regards,
Sumaira Noor
Hi,
You need to create two security roles. Please refer to the documentation:
https://docs.microsoft.com/en-us/power-platform/admin/security-roles-privileges
First role: enable Create; Read; Write....
Second role: enable Only Read.
Good luck
Thanks a lot for the response Gilmeyer Rita
The requirement is, the client has 5 users who use dynamics 365 for sales
He want only 3 users to be able to create, modify, delete record etc..
Whereas he doesn't want the remaining 2 users to modify the lead record
If anybody could please guide on how do i achieve this it will be a great help
Kindly guide
Best Regards,
Sumaira Noor
Hi
It is not clear what exactly you are trying to achieve.
But I think that Field Security may be the way to achieve it. Please refer to https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/security-dev/use-field-security-control-access-field-values
Regards,
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