CRM 2011/2013 – What security roles do you to need to run a dialog

Hosk's Dynamic CRM Blog

I had a curious question today, what security roles do you need to run a dialog?  It was one of those questions that just stopped me in my tracks, I had no idea.

One interesting thing I noticed is security roles do not need to be published, they take affect as soon as you press the save button.  This is good know but also I’m sure sometimes they weren’t always taking effect.

Dialog’s are like workflows?

I assumed Dialogs were the same as workflows and some of the security was set in the scope of the workflow.  You can read about Workflow security in this great blog by Richard Knudson – Security for CRM 2011 Automatic Processes

For workflows you set the scope inside the workflow and then the user will need the Execute Workflow job security role

Dialog’s security is different

There is no scope in Dialog’s, as you can…

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