Skip to main content



No record found.

Dynamics 365 general forum

Dynamics 365 App for Outlook - Security Role

Posted on by 6
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 - .
This error is featured on the bottom of this article and i have checked these privileges and they are correct.
  • OKX Profile Picture
    OKX 6 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
    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

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .


André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 287,995 Super User

Martin Dráb Profile Picture

Martin Dráb 225,610 Super User

nmaenpaa Profile Picture

nmaenpaa 101,148


Featured topics

Product updates

Dynamics 365 release plans