Today i am going to share quick tip on how to check the Microsoft Dynamics 365 Field Service Mobile App Users security role levels and how they are varied in terms of Mobile App users access to various projects within the Organisation.
So let’s get’s started.
Let’s assume an Organisation have multiple projects of Field Service, so the users might be the resource in that project. There are different security roles to each resource.
In order to check the security role on Resco MobileCRM Woodford Solution:
Go to Dynamics 365 > Settings > Woodford > MobileCRM Woodford >
Click on the “show users” button on the navigation pane. New pop up comes up with the list of users with their security roles.
See below image:
Microsoft Dynamics 365 Field Service Mobile App User security role points to remember as follows:
1) we must assign the security roles we want the project to apply to the user.
2)All users with that role are added to the project.
3)Users added to the multiple projects will receive the project with the higher priority.
4) See the users associated with a project using show users.
I hope this helps.
For Microsoft Dynamics 365 Consultancy/Training/Support/Licensing
Contact us: https://www.gmritsolutions.co.uk
Email: admin@gmritsolutions.co.uk