Monday, August 29, 2016

Minimum Privileges required to access MS CRM

When signing in to Microsoft Dynamics CRM:

1. To render the home page, assign the following privileges on the Customization tab: Read Web
Resource, Read Customizations.

2. To render an entity grid (that is, to view lists of records and other data): Read privilege on the entity, Read User Settings on the Business Management tab, and Read View on the Customization tab.

3. To view single entities in detail: Read privilege on the entity, Read System Form on the Customization tab, Create and Read User Entity UI Settings on the Core Records tab. 

Owner Team Vs Access Team in MS CRM

Owner Team:

1. We can grant security roles to owner teams.
2. Owner Team owns the record, i.e Owner field of each record will be filled with the team.
3. Need to be created manually or programmatically created and managed.
4. Will be cached in Dynamics CRM Server when user accesses application.
5. Can act as a resource in service scheduling.

Access Team;

1. We cannot grant security roles to access teams.
2. It cannot own any records.
3. Won't be displayed in most team views.
4. Can be system managed, directly from the form of the record that it relates to
5. Won't be cached as it doesn't derive privilege or ownership checks
6. Can't be scheduled as a resource in service scheduling