View or Update User Permissions/Roles from Bookable Resource
Introductions:
In order to work in Microsoft Dynamics 365 CRM, user needs to have the appropriate security roles. Similarly, to perform functionalities within Field Service, user needs to have appropriate privileges and they should also be added in the Field Security Profiles, along with their appropriate Security roles.
So, when a Bookable Resource is not able to perform any functionality due to missing privileges, earlier we had to go to the user and then needed to check the privileges and Field Security Profiles as well to see whether they have been added or not.
There were lots of navigations needed to be done just to check the privileges and add the appropriate Security role to the User.
But now, Microsoft has provided an option where we can easily view and update the permission appropriate to the user’s role.
So, let’s see how it is done.
As we know, all technician/user is created as a Bookable Resource in order to work on the Work Order. When we open the Bookable…
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Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.
Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.
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