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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / CRM permission setting...
Customer experience | Sales, Customer Insights,...
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CRM permission setting _ Technical issues

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Posted on by Community Member
Hi,
I am trying to control the authority that personal customer information in D365 can be read and edited privately.
Currently using "information security role" to adjust permissions.
Here is what I have so far:
pastedimage1600220010832v1.png
Is there any solution?
Please help, would be greatly appreciated!
  • LuHao Profile Picture
    LuHao 40,876 on at
    RE: CRM permission setting _ Technical issues

    Hi Zoe,

    We need to set the Userpastedimage1600310606192v1.png level on the Create, Read, Write and Delete permissions of the Marketing List for the security role of the salesmen.

    pastedimage1600310749206v2.png

    This way, the salesmen can only access their own marketing lists.

  • Community Member Profile Picture
    Community Member on at
    RE: CRM permission setting _ Technical issues

    Hi Hao,

    The business organized by my company will call for marketing based on D365's sales-contact list.

    The customer list of some salesmen wants to be managed privately, which is not convenient for others to read or add activity records.

    I'm wondering if there is the helpful way to figure it out.

    All the best,

    Zoe

  • Community Member Profile Picture
    Community Member on at
    RE: CRM permission setting _ Technical issues

    Hi Bipin,

    I reposted the screenshot in English language of information security role setting.

    If there is other solution, please tell me, I'll be so appreciated!!

    All the best,

    Zoe

  • LuHao Profile Picture
    LuHao 40,876 on at
    RE: CRM permission setting _ Technical issues

    Hi Zoe,

    Could you please elaborate on your needs?

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,961 Moderator on at
    RE: CRM permission setting _ Technical issues

    Hi,

    Can you please post screenshot in English language as many of the reader don't understand other languages.

    Please mark my answer verified if i were helpful

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