What permission enables the SharePoint-Document lookup control?

Customer Engagement Technical
1

Hi all,

What specific permission or security role setting needs to be granted in Dynamics 365 CRM to allow users to edit the SharePoint-Document reference field, which is currently locked (read-only) for certain users?

In the Dynamics 365 CRM I have table with column that is a reference to SharePoint-Document table. This field is placed on the model-driven app form. For some users this field is locked (read-only) and for some not. So the problem is related to the security role and permission. What exact permission has to be given to the security role so that the field is not read-only?

2

To allow users to edit the SharePoint-Document reference field in Dynamics 365 CRM, you need to grant the “Write” permission for that specific field to the security role. Ensure that the security role has the necessary privileges to update records in both the Dynamics 365 CRM and SharePoint environments. Check the user’s security role settings and adjust them accordingly to remove the read-only restriction on the field.