Activity records are visible to users who do not have access rights
Many thanks,
Nic
*This post is locked for comments
Hi Nic,
What you are experiencing is called 'Cascaded Security Privileges'. Basically, it means that when it comes to activities, If you own the “parent” you own the child. This is true for other relationships as well. The Microsoft Dynamics CRM Team blog elaborates about this 'feature' in this blog post. Yaniv Arditi
Hi Yaniv,
thanks very much for your response - I now understand.
However, I'm not sure how to deal with it. I am working for an educational charity that has a general participants database. They would now like to fundraise from those participants, but do not want general staff to see the interactions of the fundraisers with the participants. How can I hide them without creating duplicate records with a different owner?
Many thanks again,
One alternative would be revoking all Activity privileges from specific roles. The users will not be able to read nor create any activity, even if he owns the parent record.
Another alternative: In my experience, the cascading privileges 'rule' does not apply to entities that have referencial relationship with the Account/Contact entity (instead of parental). This means that if you create a custom entity named, for example, fund-rasing Interaction and set a referential relationship with Account or Contact (Many fund-rasing Interactions to one Account/Contact), the privileges you set will apply with no exceptions.
Hope this helps,
Yaniv Arditi
yes, your ideas are interesting and helpful.
Thank you for all your assistance today.
I might have similar situation... any thoughts?
I have 2 entities - A & B. For entity A, I want a specific role (let us call it SERVICE) to be able to see all activities. For entity B, the role SERVICE has no access. So, I decided to give entity ACTIVITY read access across organization. My problem is, role SERVICE can see activities across both entities A & B. I only want this role to see activities for entity A.
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.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
HR-09070029-0 2
UllrSki 2
ED-30091530-0 1
