Privileges

A privilege can be defined as the permission to perform specific actions on a Dynamics 365 CE record. By using privileges, we can control what action the current user can perform on an entity record. We can configure the following entity privileges in security roles:

  • Create permissions define whether the current user can create entity records.
  • Read permissions define whether an entity will be visible to the user. If the user has a Read permission on the entity only, then this entity will be visible to the user.
  • Write permissions are used to control update actions that can be performed on the entity.
  • Delete permissions help us configure whether the user can delete this record.
  • Append permissions can be used to allow us to associate the current entity record with other entity records.
  • Append To permissions are used to allow us to associate other entity records with the current entity record.
  • Assign permissions are used to allow the user to assign an entity record to another user or team. This action changes the ownership of the record.
  • Share permissions are used to share a record with other users.

As we have now learned about the different privileges, let's discuss different access levels.

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