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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / configure a role for r...
Customer experience | Sales, Customer Insights,...
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configure a role for read only access to all entities

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Posted on by matthew123 10

hi,

I want to create a role for an application user, that can can do following:

1. read all current entities

2. if a new entity is added, the role can still read that entity without re-configure the security role

the closest one is system admin but i dont want to attach system admin to my application user.

Does anyone know how to do this?

  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 1,019 Super User 2025 Season 1 on at
    RE: configure a role for read only access to all entities

    Hi matthew123,

    The security role will need to be modified to provide read privileges to the new custom entity.

  • matthew123 Profile Picture
    matthew123 10 on at
    RE: configure a role for read only access to all entities

    thanks for replying.

    assuming i have the role created, and then if I add a new custom entity, can my application user still be able to read the custom entity without making any changes to the role?

  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 1,019 Super User 2025 Season 1 on at
    RE: configure a role for read only access to all entities

    Hi Matthew123,

    Create a new security role and assign it to the application user. Make sure that user only has this security role as security role privileges are cumulative. 

    The security role requires these privileges:

    Core Records

    • {All 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 is helpful to keep in mind the minimum privileges you need to define for some common tasks. These include:

    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

    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

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