Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Dynamics 365 App for O...
Microsoft Dynamics 365 | Integration, Dataverse...
Unanswered

Dynamics 365 App for Outlook - Security Role

(1) ShareShare
ReportReport
Posted on by OKX 16
1. Are there limitations to which security roles can be assigned directly to user?
 
2. And is it necessary to have any security roles on the user at all? 
 
I am struggling with my customer getting "You do not have permission to access these records. Contact your Microsoft Dynamics 365 administrator for help", and i have also consulted the privilege-error article on Learn - https://learn.microsoft.com/en-us/troubleshoot/dynamics-365/sales/privilege-error-occurs-when-using-dynamics-365-app-for-outlook .
 
This error is featured on the bottom of this article and i have checked these privileges and they are correct.
  • OKX Profile Picture
    OKX 16 on at
    Dynamics 365 App for Outlook - Security Role
    The problem i experience is when the user has just selected an email in outlook and the D365 App in outlook loads. The contact appears but its the first section below the contact which i suspect is one of the card-forms.
     
    These cards are within either accounts or contacts and the user has full access to both of these entities.

    The security role the user is assigned is a copied role, but its copied from the standard Salesperson role.
  • Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    Dynamics 365 App for Outlook - Security Role
    Hi,
     
    In my testing, I created an Opportunity record in the Dynamics 365 for Outlook add-in as a certain user.
    I created a custom security role and assigned it to this user.
    Afterwards, I disabled read access to the Opportunity for this user.
     
    Then, I encountered the same problem as you.
    The error details indicate in which Dynamics environment read permissions are missing.
    It is recommended that you check if read permission for the corresponding entity is not enabled for the user in the correct environment.
     
    Best Regards,
    Dengliang Li
     

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…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,516 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,321 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Get batch job history log from D365 FO to Power Automate

Product updates

Dynamics 365 release plans