{"id":26840,"date":"2021-02-18T13:31:23","date_gmt":"2021-02-18T13:31:23","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=26840"},"modified":"2024-01-08T12:13:11","modified_gmt":"2024-01-08T06:43:11","slug":"check-access-to-a-dynamics-365-crm-record-using-check-access-button","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2021\/02\/check-access-to-a-dynamics-365-crm-record-using-check-access-button\/","title":{"rendered":"Check access to a Dynamics 365 CRM record using \u2018Check Access\u2019 button"},"content":{"rendered":"

Introduction: <\/strong><\/p>\n

The most common issue that user faces while working on entity records is the access issue. Due to insufficient privilege, the user sometimes finds it difficult to work on the records. So, to overcome this and to let the users themselves know the assigned privileges, Microsoft has added a new button on the records called \u2018Check Access<\/strong>\u2019 using which user can easily check out their access to the records. Also, users can get to know how they got those privileges i.e., via security roles, sharing, directly assigned, or via the team the user belongs to.<\/p>\n

How it works?<\/strong><\/p>\n

1) Open an Entity record for which you want to check access.<\/p>\n

For example:<\/u>\u00a0Go to Account entity and open Account record as shown below:<\/p>\n

\"Check<\/p>\n

2) Click on Check Access button from the command bar.<\/p>\n

\"\"<\/p>\n

3) The Check Access dialog box will be displayed with access information. Let\u2019s explore the information that is displayed on the dialog box.<\/p>\n

User Lookup:<\/u><\/strong><\/p>\n

This lookup field will only be displayed to the users having \u2018System Administrator<\/strong>\u2019 security role. Using the user lookup field, user can check the access\/rights\/privileges of other users.<\/p>\n

\"\"<\/p>\n

Access:<\/u><\/strong><\/p>\n

User will be able to see and verify that they have required rights to perform an action on the record such as Read, Write, Create, Delete, Append, Append To, Assign and Share.<\/p>\n

And by clicking on each action, user can see how respective access has been obtained.<\/p>\n

\"\"<\/p>\n

Access via Security role:<\/u><\/strong><\/p>\n