Read only security role for a user

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Posted on by Community Member

Hi CRM Experts,

Can any one suggest if I can create pure read only role for a user, because when I tried doing that on Dynamics CRM online it did not work out quite well, it keeps throwing this error when I'm trying to open the Account record

Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: System.Web.HttpUnhandledException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #EC401F4ADetail:

<OrganizationServiceFault xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.microsoft.com/xrm/2011/Contracts">

<ActivityId>d62d5614-7815-438e-887c-ec2b79914de2</ActivityId>

<ErrorCode>-2147220970</ErrorCode>

<ErrorDetails xmlns:d2p1="http://schemas.datacontract.org/2004/07/System.Collections.Generic" />

<Message>System.Web.HttpUnhandledException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #EC401F4A</Message>

<Timestamp>2018-07-10T21:00:38.4037156Z</Timestamp>

<ExceptionRetriable>false</ExceptionRetriable>

<ExceptionSource i:nil="true" />

<InnerFault>

<ActivityId>d62d5614-7815-438e-887c-ec2b79914de2</ActivityId>

<ErrorCode>-2147220960</ErrorCode>

<ErrorDetails xmlns:d3p1="http://schemas.datacontract.org/2004/07/System.Collections.Generic" />

<Message>Principal user (Id=41cd3de8-ec80-e611-80e2-c4346bacba3c, type=8) is missing prvWriteUserEntityUISettings privilege (Id=8d2aa266-8fee-43a4-85e7-2aa1aaab525b)</Message>

<Timestamp>2018-07-10T21:00:38.4037156Z</Timestamp>

<ExceptionRetriable>false</ExceptionRetriable>

<ExceptionSource i:nil="true" />

<InnerFault i:nil="true" />

<OriginalException i:nil="true" />

<TraceText i:nil="true" />

</InnerFault>

<OriginalException i:nil="true" />

<TraceText i:nil="true" />

</OrganizationServiceFault>

Please let me know if you have any suggestions for me.

Thanks,

Vinod

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Adrian Begovich 1,027 Moderator on at

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Hi Vinod Pagadala,

The error is occurring because the User is missing write privileges for User Entity UI Settings.

To fix this issue give a user a security role with write privilege to User Entity UI Settings. You can change User Entity UI Settings privileges from the Core Records tab of a security role.

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Dmytro Rutkovskyi 1,835 on at

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Please make sure you have the following privileges and access levels selected in the Role editor for the role you assigned to the login user.

Core Records

{FOR ALL YOUR ENTITIES}: Read(Organization)

User Entity UI Settings: Create(User), Read(User), Write(User)

Business Management:

User Settings: Read(User)

Customization:

Customizations: Read(Organization)

System Form: Read(Organization)

View: Read(Organization)

Web Resource: Read(Organization)

It's helpful to keep in mind the minimum privileges you need to define for some common tasks. These include:

When logging in to Microsoft Dynamics CRM Online:

To render the home page: prvReadWebResource, prvReadCustomization
To render an entity grid (that is, to view lists of records and other data): Read privilege on the entity, prvReadUserSettings, prvReadQuery
To view single entities in detail: Read privilege on the entity, prvReadSystemForm, prvCreateUserEntityUISettings, prvReadUserEntityUISettings

When logging in to Microsoft Dynamics CRM Online for Outlook:

To render navigation for Microsoft Dynamics CRM Online and all Microsoft Dynamics CRM Online buttons: prvReadEntity, prvReadQuery
To render an entity grid: Read privilege on the entity, prvReadCustomization, prvReadWebResource, prvReadUserQuery
To render entities: Read privilege on the entity, prvReadSystemForm, prvCreateUserEntityUISettings, prvReadUserEntityUISettings, prvWriteUserEntityUISettings

Thanks, Dmytro

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Community Member on at

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Thank you Adrian and Dmytro, it worked out well.

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Anna Zasadzka 124 on at

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Hi all,

I also have to set up read-only security role in Dynamics 365 online (version 8.2). I've done everything according to your instructions. Although I can see all records when using Advanced find functionality, when I go to any view within CRM I receive this information:

What else is missing?

Thanks in advance!

Ana

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