Before we discuss how to configure Editable Grid in Dynamics 365, it is important to understand the prerequisite security privileges, which are required for a particular user before being able to configure editable grids. The following table summarizes the minimum privileges required to configure Editable Grid in Dynamics 365:
S. no. | Entity name | Read | Write | Create |
1. | Solution | Yes | - | - |
2. | Customization | Yes | Yes | - |
A detailed look at the security roles areas via CRM screens is as follows:
- Navigate to
Settings
|Security
Roles
and updateRead
andWrite
privileges forCustomization
s
, as shown in the following screenshot:
- Navigate to
Settings
|Security
Roles
and updateRead
andWrite
privileges forSolution
, as shown in the following screenshot: