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Restrict update of User Record?

  • 1.  Restrict update of User Record?

    TOP CONTRIBUTOR
    Posted 8 days ago
    My team encountered an issue where a person has been making changes to their own User record in D365.  They changed the First and Last name fields, email address, and some other fields as well.  This caused some major confusion as we saw two people with the same name when trying to assign a record.

    I made some changes to our Security Role to try to lock this down, but no luck.  Has anyone dealt with a similar issue?

    I changed the identified permissions to "None", but when tested the data in the User form can still be updated by a user who is not an administrator.  What am I missing?

    Thanks for any direction you can provide.


    ------------------------------
    Eva Sandvik
    Senior Access Control Analyst
    Sharp Community CONNECT
    San Diego CA
    D365 Online
    ------------------------------


  • 2.  RE: Restrict update of User Record?

    SILVER CONTRIBUTOR
    Posted 7 days ago
    Look at the Security Teams this person is assigned to, then see if any of the teams have a security role assigned to the team that would allow write permission to the user record. This is generally where you will find the problem. 

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  • 3.  RE: Restrict update of User Record?

    TOP CONTRIBUTOR
    Posted 4 days ago
    Thank you to those who made recommendations.  I don't have access to the CRM toolbox, and I did verify that there was no conflict between the User and Teams Security Roles.

    I ended up making a new version of the User form and locking the affected fields so they cannot be updated.  Then, I made this the default form in our Solution.

    Problem solved!

    Thank you again for your kind suggestions!

    ------------------------------
    Eva Sandvik
    Senior Access Control Analyst
    Sharp Community CONNECT
    San Diego CA
    D365 Online
    ------------------------------



  • 4.  RE: Restrict update of User Record?

    GOLD CONTRIBUTOR
    Posted 7 days ago
    Hi Eva
    You can also check with XrmToolbox, namely "Your User Security - Magnified" and/or "Users, Team and Security Role Report".
    Regards
    Heinz


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