Dynamics 365 Sales often lacks a pure “read role”. To create this efficiently, we copy the standard Salesperson role (sales employee) as a basis, as this already has all the necessary background rights for app navigation and login.
The implementation
Mass update: Open the copied role and select a table that is already set to Read: Organization. Click on the three dots and select Copy Table Permissions and select all tables.
Deselect exceptions: Before you confirm the changes with Save Changes, you must uncheck certain tables so that no system errors occur:
- Saved View
- All tables containing the word “User” (e.g. User Settings, User Dashboard).
To be on the safe side, check all authorizations again to identify any configuration errors. You now have a finished read-only security role that is ready for use.
