Sometimes Dynamics CRM predefined security roles are completely different from your business requirements. If you are a system admin and you are going to create a user with minimum permissions by adding a new security role, then this article would be very helpful. Step by step guide is as follows:
Create User through Admin Portal:
- Go to the ADMIN CENTER.
- Click on “Add a User” and enter required fields. In Roles section, select “User (no administrator access)”.
Login into CRM:
- User won't be able to login into the CRM even if the user is added into the system. System admin must assign login permissions to the user at least. Following pop-up will appear if user tries to login without enough permissions.
Create User Security Role with Login Permissions:
- If you are a system admin, create a new security role in Dynamics CRM through Setting > Security > Security Roles > New (Create a new Security Role).
Go to Business Management Tab as shown in below screenshot:
Now, provide following privileges to the new security profile:
- Organization Level Privileges for Currency Entity.
- Organization Level Privileges for Organization Entity.
- Business Unit Level Privileges for User and User Settings.
Go to another Customization tab in same window as shown in below screenshot:
Now, provide following privileges to the new security profile:
- Organization Level privileges for Plugin Assembly
- Organization Level privileges for Plug-in Type
- Organization Level privileges for Sdk Message
- Organization Level privileges for Sdk Message Processing Step
- Organization Level privileges for Sdk Message Processing Step Image
Once you are done with creating a new security profile, associate this profile to the newly added user by following the next step.
Login into CRM (with system admin user):
Assign new Created Security Role to user:
Go to Setting >> Security>> User (Which you want to assign the login permission) >> on user form Click Manage Roles Button as shown in below screenshot:
By Clicking this button, all security roles defined in CRM will be appeared and you can give appropriate security role to a selected user.
Login into CRM (with newly added user):
For that user CRM view will be look like this, you can add more permissions to view other applications.
Assign other privileges:
You can add more privileges on this user security profile for other entities as per business need like Account.
CRM view will be like this.
Hope this will be helpful. If you have any question or queries, do not hesitate to reach out to us!