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security roles for specific entity in dynamics crm 2011 RRS feed

  • Question

  • hi all,

    I have a requirement to create new security role which only can "read" contact entity record. I have give "read" privilege with "organization" key, but still not work for the user who related with the security role.

    pls advise.

    thanks.

    Tuesday, May 13, 2014 10:11 AM

Answers

  • There is a minimum of requirements for a security role.

    F.ex. you need to give the role access to read users table, security roles table etc etc.

    So just creating a role with access to the contact entity wont work.

    What I normally do, is copy one of the sales representative roles and then start removing the security roles. Dont touch anything related to Business management, Service Management or Customizations tab.. unless you know what you are doing.

    The rest of the tabs can be modified to fit your requirements.


    Rune Daub Senior Consultant - Dynateam CRM http://www.dynateam.dk

    • Proposed as answer by RuneDaub Tuesday, May 13, 2014 11:13 AM
    • Marked as answer by pntr Tuesday, May 13, 2014 2:05 PM
    Tuesday, May 13, 2014 11:13 AM

All replies

  • There is a minimum of requirements for a security role.

    F.ex. you need to give the role access to read users table, security roles table etc etc.

    So just creating a role with access to the contact entity wont work.

    What I normally do, is copy one of the sales representative roles and then start removing the security roles. Dont touch anything related to Business management, Service Management or Customizations tab.. unless you know what you are doing.

    The rest of the tabs can be modified to fit your requirements.


    Rune Daub Senior Consultant - Dynateam CRM http://www.dynateam.dk

    • Proposed as answer by RuneDaub Tuesday, May 13, 2014 11:13 AM
    • Marked as answer by pntr Tuesday, May 13, 2014 2:05 PM
    Tuesday, May 13, 2014 11:13 AM
  • Hi Rune,

    thanks for the answer, I think you are right that I need some a minimum of requirements for a security roles.

    refer to http://social.microsoft.com/Forums/en-US/f52f26e5-8684-4fd7-a89f-4dd34972c0ed/minimum-security-permissions-to-view-accounts-contacts?forum=crm

    many thanks.

    Tuesday, May 13, 2014 2:07 PM