cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
halifaxious
Resolver II
Resolver II

what permissions does an Activity Party have on an Activity?

If I create an Activity regarding an Opportunity and I set the To field to userA, will userA be assigned the Activity ? If they aren't assigned the Activity , will they have write permissions on the Activity and read permissions on the Opportunity ?

 

Essentially, I'm trying to understand what permissions an Activity Party has on related Activities and their Regarding fields.

5 REPLIES 5
rampprakash
Super User
Super User

Hello @halifaxious,

 

You can do a simple check 🙂

 

Click on Enitty table like Email/Appointment then click Check Access so that you can see the access for the same.

 

rampprakash_0-1632243934285.png

 

Please let me know if you need any help in other words

 

Please mark as Answer if it is helpful and provide Kudos


Subscribe : https://www.youtube.com/channel/UCnGNN3hdlKBOr6PXotskNLA
Blog : https://microsoftcrmtechie.blogspot.com

I'm aware of how to check the accessibility of a particular item. What I'm trying to determine is what default access an Activity Party has to an Activity and any entities it is "regarding".

 

Is it best practice to set the To field and the Owner field to the same person/team?

Hi @halifaxious,

 

To field are you trying to saying about email table ?

Activities (e.g. email, task,etc.) have a set of Activity Parties. The Activity attributes that relate to the Activity Parties include To, From, Organizer, etc.

rampprakash
Super User
Super User

Hello @halifaxious,

 

To/From/CC/Organizer --> These are all fields, if we have append and append to permission we can use this field to map with the user

Owner Field --> This Denoted the Owner ship (with Access Level)

 

So we need to take into Owner Field alone for Consideration for the Permission level and we dont want to consider TO/CC/BCC/Organizer field

 

Please mark as Answer if it is helpful and provide Kudos


Subscribe : https://www.youtube.com/channel/UCnGNN3hdlKBOr6PXotskNLA
Blog : https://microsoftcrmtechie.blogspot.com

Helpful resources

Announcements
Power Platform Conf 2022 768x460.jpg

Join us for Microsoft Power Platform Conference

The first Microsoft-sponsored Power Platform Conference is coming in September. 100+ speakers, 150+ sessions, and what's new and next for Power Platform.

Power Platform Call June 2022 768x460.png

Power Platform Community Call

Join us for the next call on June 15, 2022 at 8am PDT.

PA Virtual Workshop Carousel 768x460.png

Register for a Free Workshop

This training provides practical hands-on experience in creating Power Apps solutions in a full-day of instructor-led App creation workshop.

PA.JPG

New Release Planning Portal (Preview)

Check out our new release planning portal, an interactive way to plan and prepare for upcoming features in Power Platform.

Users online (1,697)