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Mastering Microsoft Dynamics CRM 2016
book

Mastering Microsoft Dynamics CRM 2016

by Deepesh Somani
November 2017
Intermediate to advanced
402 pages
7h 49m
English
Packt Publishing
Content preview from Mastering Microsoft Dynamics CRM 2016

Configuring the security roles in templates

You can also configure the security roles for the templates; perform the following steps:

  1. Navigate to Settings | Templates and select the template for which you want to configure the security role:
  1. Click on the Enable Security Roles button:
  1. Now, select the roles for which you want the template to appear.
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Publisher Resources

ISBN: 9781786466617Supplemental Content