The “Check Access” ribbon button in Microsoft Dynamics CRM is a tool that enables you to quickly check the level of access that a user has to perform specific actions within the system. This feature is especially useful when you are troubleshooting access issues or testing new security configurations.
To use the “Check Access” ribbon button, follow these steps:
Open a record in Dynamics CRM.
Click on the “Check Access” button in the ribbon, located near the top of the screen.
In the “Check Access” dialog box, select the user for whom you want to check access.
Choose the action that you want to check access for, such as “Create,” “Read,” “Update,” or “Delete.”
Click the “Check Access” button to perform the check.
The result of the check will be displayed in the dialog box, indicating whether the selected user has the necessary access to perform the selected action.
Repeat the process for additional users and actions, if desired.
The “Check Access” ribbon button is a valuable tool for verifying the access levels of users in Dynamics CRM. It allows you to quickly and easily check the access levels for specific actions and users, without having to navigate through multiple menus and settings screens. This can help you to identify and resolve access issues more quickly, improving the overall efficiency and security of your Dynamics CRM system.