configure a role for read only access to all entities

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Posted on by matthew123

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?

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Adrian Begovich 1,027 Moderator on at

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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.

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matthew123 10 on at

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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?

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Adrian Begovich 1,027 Moderator on at

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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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