User Login Permissions in Microsoft Dynamics CRM 365

Introduction

Sometimes, Dynamics CRM’s predefined security roles, including User Login Permissions in Microsoft Dynamics CRM 365, completely differ from your business requirements. This article would be very helpful if you are a system admin looking to create a user with minimum permissions by adding a new security role. 

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The step-by-step guide is as follows:

Create a User through the Admin Portal

this image shows ADMIN CENTER - User Login Permissions in Microsoft Dynamics CRM 365
  • Go to the ADMIN CENTER.
  • Click on “Add a User” and enter the required fields. Select “User (no administrator access)” in the Roles section.
this image shows Add a User

Login into CRM:

  • Users won’t be able to log into the CRM even if the user is added to the system. The system admin must at least assign login permissions to the user. The following pop-up will appear if the user tries to log in without permission.
this image shows User Login Permissions in Microsoft Dynamics CRM 365

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Create User Security Role with Login Permissions:

  • If you are a system admin, create a new security role in Dynamics CRM by setting> security> security roles> new (Create a new security role).

Go to the Business Management Tab as shown below screenshot:

Now, provide the following privileges to the new security profile:

  • Organization Level Privileges for Currency Entity.
this image shows Currency Entity - User Login Permissions
  • Organization Level Privileges for Organization Entity.
this image shows Organization Entity
  • Business Unit Level Privileges for User and User Settings.
this image shows User Settings

Go to another Customization tab in the same window as shown below screenshot:

Now, provide the following privileges to the new security profile:

  • Organization Level privileges for Plugin Assembly.
this image shows Plugin Assembly
  • Organization Level privileges for Plug-in Type.
this image shows Plug-in Type
  • Organization Level privileges for Sdk Message.
this image shows Sdk Message
  • Organization Level privileges for Sdk Message Processing Step.
this image shows the Processing Step
  • Organization Level privileges for Sdk Message Processing Step Image.
this image shows Sdk Message Processing

Once you create a new security profile, associate this profile with the newly added user by following the next step.

Read more: Impersonate a Dynamics CRM user with the Mod Header Extension

Login into CRM (with system admin user).

Assign a new Created Security Role to the user:

Go to Settings>> Security>> User (To which you want to assign the login permission) >> on the user form, Click the Manage Roles Button as shown below screenshot:

By Clicking this button, all security roles defined in CRM will appear, and you can give appropriate security roles to a selected user.

Read more: 5 Ways Microsoft Dynamics 365 Enhances Business Operations

Login into CRM (with newly added user):

The CRM view will look like this for that user: 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 needs like Account. CRM view will be like this.

Read more: AI in CRM: Exploring Microsoft Dynamics 365 Benefits

Hope this will be helpful. If you have any questions or queries, please contact us

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