Sign in
Microsoft.com
 
Microsoft
 
 
 

locked
How can I find out what CRM users have access to a certain Entity (CRM 2011) RRS feed

 > 

  • Question

  • Question
    Sign in to vote
    0
    Sign in to vote

    What is the easiest way to  find out what CRM users have access to a certain Entity (Quotes)

    in CRM 2011

    Thanks for your help

    Nick

    Nick M

    Tuesday, April 26, 2016 1:40 PM

Answers

  • Question
    Sign in to vote
    0
    Sign in to vote

    First check what role is assigned to your user, then go to settings>security>security roles.

     

    click on the role which is assigned to your user for example: if a user role is “sales person” then select the role from the security roles.

     

    You can see the access given to the user as per the below screenshot.

    As you can see in the above screenshot user has been assigned access of create, read, write, delete, append, append to, assign and share for the  “quote” entity .

    Thanks,

    Sam

    Dynamics CRM MVP | Inogic | http://inogic.blogspot.com| news at inogic dot com

    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

    • Marked as answer by NickMangioros Wednesday, April 27, 2016 5:54 PM
    Wednesday, April 27, 2016 12:18 PM