Providing Security Access To Users For Realtime Form Ownership


This article discusses how to provide security access to users for real-time form ownership in Dynamics 365 Marketing. By creating a specific security role for marketing form ownership, users can be assigned as the owner of a form without giving them access to the out-of-the-box marketing role. The article provides step-by-step instructions on how to assign the necessary access to the msdynmkt_marketingform table and the msdynmkt_marketingformsubmission and msdynmkt_marketingfieldsubmission tables for successful form submissions. It also highlights the importance of ensuring that the owner of the marketing form has read access to contacts and leads to avoid new records being assigned to a system user.


Article 14m

Login now to access my digest by 365.Training

Learn how my digest works
Features
  • Articles, blogs, podcasts, training, and videos
  • Quick read TL;DRs for each item
  • Advanced filtering to prioritize what you care about
  • Quick views to isolate what you are looking for right now
  • Save your favorite items
  • Share your favorites
  • Snooze items you want to revisit when you have more time