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Hi,
We created a specific Team and added multiple users to it.
We then assigned multiple roles to that Team.
But when we check the user roles in that Team, we noticed that the roles assigned to the Team did not cascade down to its user members.
Based on the link below, it appears that the way we did it is correct but understanding of it is not correct.
And because of our misunderstanding of how roles assigned to a Team actually works, we received numerous complaints from users telling us "I can't access this form", "I can't access this area" etc...
So we had to go down to the user level and assigned the roles.
The link that explains it all - https://blog.crmguru.co.uk/2013/06/25/security-roles-and-teams-in-crm-2011-an-inconvenient-half-truth/
In that article it says "when a User is in one or more Teams, they can act as if they are each Team in turn, with the rights that Team has through its Security Roles, taking into account the relative ‘position’ of the record(s) in question and the Team, compared to the depth of access level each privilege has"
So essentially it is saying that the roles applied to a Team is really in the context of D365 records only.
Can someone please confirm (especially from Microsoft) that what is discussed in that link is actually current for D365 v9?
a2z
Well we have confirmed it and it is current:
when a User is in one or more Teams, they can act as if they are each Team in turn, with the rights that Team has through its Security Roles, taking into account the relative ‘position’ of the record(s) in question and the Team, compared to the depth of access level each privilege has
a2z
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