Thursday, April 21, 2016

Security roles for editing system dashboards

Security roles for editing system dashboards


In order for a Dynamics CRM user to edit system dashboards, they must have a security role
which grants the Write privilege for the System Form entity. If a user's security role does
not have this privilege, then they will not be able to edit the dashboard when customizing
the system. By default, the System Forms are only editable by users with the System
Customizer or System Administrator security roles as they both have full privileges to
the System Form entity.

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