Sales Integrations

PPlumb
メンバー

Restrict Updates in Dynamics 365 when not the owner of that record in D365

At present we have restricted the HubSpot App on our tenant due to Integration that can be setup with Dynamics 365. We want to allow Hubspot but we want to restrict updates being made in Dynamics 365 where the user setting up the integration isn't the owner of that record in D365.

 

My understanding is that we need to update Security Roles in D365 WRITE permission to User/Business Unit only to stop updates from HubSpot updating records in Dynamics that the user doesn't have rights to update.

 

Any experience in this and is amending Security Roles in D365 to stop Hubspot updating records it shouldn't beased on record ownership?

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PamCotton
コミュニティーマネージャー
コミュニティーマネージャー

Restrict Updates in Dynamics 365 when not the owner of that record in D365

Hello @PPlumb thank you for posting in our Community!

Can you please confirm if you are using HubSpot's Microsoft Dynamics 365 integration

And add our top experts to share their thoughts @CateDuarte @Josh any recommendations for @PPlumb ?

 

Thank you,

Pam

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PPlumb
メンバー

Restrict Updates in Dynamics 365 when not the owner of that record in D365

@PamCotton that's correct, the integration is setup within Hubspot, connecting to our D365 environment

@CateDuarte @Josh any help would be much appreciated

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