CODEWITHSUNDEEP
dynamics-crm-2011dynamics-crmcrmdynamics-crm-2013dynamics-crm-2016
Vignesh Subramanian
Vignesh Subramanian

Reputation: 7289

role based security in CRM 2016

I created a new role called medical administrators

My motive is to allow the user role to create/edit/delete the medical records

I went to the custom entities tab and selected "Create, Read, write, Delete, append, append to" against the custom entity.

But when the user tries to access the CRM environment they get the below message

Insufficient Permissions

You do not have permission to access these records. Contact your Microsoft Dynamics CRM administrator.

What else should I add for the particular user group?

Upvotes: 1

Views: 387

Answers (1)

Vignesh Subramanian
Vignesh Subramanian

Reputation: 7289

I provided create,read,write,delete to entities like contacts, notes etc and it started working

It is because, there are look up fields to contacts in the entity form of the medical case

Also in the customizations section give read access for Process and the below fields

enter image description here

Upvotes: 1

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