Assigning Users to Records in Microsoft Dynamics
Assigning users to the Solution is always controlled by Security Role Permission Setup. Solution in Microsoft Dynamics is used for installing your customization only. Applying security to a user has to be done through Security Roles. For example, Runtime user should be assigned with a Role which has user Level Permission to App Object (Entity) for Read, Write, Delete, Update, Assign, Append, and Append To.
User level roles make sure that user can only access apps created by them. Also a user can assign only their application to other users.
Designers must have access to a Role which has Organization level access to App Object with Read, Write, Assign, Delete, Append, and Append to. This implies that a Designer would have access to All Apps and can assign any app to any runtime users.
To assign a user to a specific record
- Go to and in Look for , type Apps.
- From the Use Saved View drop-down list, select Active Apps.
- Click Results.
- Select an App.
- Click Assign in the fixed bar.
