Templates and authorization

Van mark@markdehaan.nl

Email templates and document templates cannot be assigned to another user, but are owned by the person who has made these (or imported these).

When you use organizational based templates and using an authorization role for the Templates where the read privilege is not set toe organization, some templates will not be visible.

There are two solutions for this problem:

  • The person who makes the templates must be in the same Business Unit as the users,
  • The read privilege of each template authorization must be on organization level

The last solution has my preference.

templates

 Categorie: Geen categorie
Over deze plugin mark@markdehaan.nl

Mark de Haan is a Functional Dynamics 365 Customer Engagement consultant at Macaw (www.macaw.nl). From 2006 I implement Dynamics CRM by a variety of customers, in the Industry, Customer goods, Finance, Insurance, Education, Manufactering and services branches. With my 10+ years of experience in de Dynamics CRM I know a lot of the different CRM functionalities. And are always trying to help my customers so they can help their customers in a superb way, That's my challenge. "Challenge Accepted"

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