Tag: Security
Record ownership across business units (Preview)
This is a feature that has been in preview for quite some time now (for those of you who are interested, the preview was announced back in early November of 2021 under the heading of ‘Modernize Business Units’), but I realized I haven’t written an article about this, so I thought now would be a good time to explain what this feature entails. This feature has been requested for quiteRead More
Using Real-Time Workflows as Security
ProblemA while back I had a customer who wanted to prevent certain users to re-open a won opportunity in Dynamics 365. They asked if there was a security setting in security roles that could do that, but as we all know this type of granular security is not available in security roles. We can give people different types access of to records, like update, write and viewing, but this isRead More
