In Dynamics 365, all DocumentsCorePack templates are stored as an attachment to a custom entity named DocumentsCorePack Template. Every record (row) of this entity (table) has the template attached. Upon installation, a custom security role is assigned to every user in Dynamics 365 (DocumentsCorePack Security Role). Among other privileges, this role provides access to DocumentsCorePack templates for every user.
Figure 1: The DocumentsCorePack security role
Figure 2: DocumentsCorePack security role – Access to templates
Using your own security to control access to templates
In order to control access to templates via your own security role you would have to unassign the DocumentsCorePack security role and provide access to the DocumentsCorePack templates entity as needed by modifying one of your existing roles or by creating a new role.
When doing so, you have to ensure that the following permissions are granted to all users.
Required permissions:
Plug-in Assembly: READ
Plug-in Type: READ
Sdk Message: READ
Sdk Message Processing Step: READ
Sdk Message Processing Step Image: READ
Figure 3: Permissions required for DocumentsCorePack
The following permission is necessary if you use DocumentsCorePack with the Dynamics 365 integrated SharePoint solution.
Document Location: READ
Figure 4: Permissions required when working with SharePoint
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