Dynamics 365 Portal Entity Permissions
I'm having trouble wrapping my head around more complex permissions scenarios with Dynamics Portal entity permissions.
To simplify my need to the most basic scenario I can think of, I'm looking to set up a hierarchy so users with access to a "higher" entity also gets access to the lower ones related to it.
For example, say I have three entities:
Customer 1:M Sales Order 1:M Order Lines
I'd like to set it up so that a user with access to a Customer also has access to all of the Sales Orders and subsequent Order Lines associated with that Customer.
Additionally, if I just want a user to have access to a single Sales Order and the Order Lines associated to it, I can give the user access to that, without giving the user access to the other Sales Orders or the parent Customer.
Based on my reading, Contact and Parent entity permissions should be what I'm looking for, but I'm not able to get anything more than a simple connection created. (E.G. I can get a user access to a Customer, but not access to the Sales Orders, etc.).
Any help anyone could provide would be appreciated.
Cheers.
permissions dynamics-crm entity dynamics-365 dynamics-crm-portals
edited Nov 23 '18 at 2:40
Arun Vinoth
9,056132447
asked Oct 23 '18 at 21:11
Colin McGuire
11
add a comment |
I'm having trouble wrapping my head around more complex permissions scenarios with Dynamics Portal entity permissions.
To simplify my need to the most basic scenario I can think of, I'm looking to set up a hierarchy so users with access to a "higher" entity also gets access to the lower ones related to it.
For example, say I have three entities:
Customer 1:M Sales Order 1:M Order Lines
I'd like to set it up so that a user with access to a Customer also has access to all of the Sales Orders and subsequent Order Lines associated with that Customer.
Additionally, if I just want a user to have access to a single Sales Order and the Order Lines associated to it, I can give the user access to that, without giving the user access to the other Sales Orders or the parent Customer.
Based on my reading, Contact and Parent entity permissions should be what I'm looking for, but I'm not able to get anything more than a simple connection created. (E.G. I can get a user access to a Customer, but not access to the Sales Orders, etc.).
Any help anyone could provide would be appreciated.
Cheers.
permissions dynamics-crm entity dynamics-365 dynamics-crm-portals
edited Nov 23 '18 at 2:40
Arun Vinoth
9,056132447
asked Oct 23 '18 at 21:11
Colin McGuire
11
add a comment |
I'm having trouble wrapping my head around more complex permissions scenarios with Dynamics Portal entity permissions.
To simplify my need to the most basic scenario I can think of, I'm looking to set up a hierarchy so users with access to a "higher" entity also gets access to the lower ones related to it.
For example, say I have three entities:
Customer 1:M Sales Order 1:M Order Lines
I'd like to set it up so that a user with access to a Customer also has access to all of the Sales Orders and subsequent Order Lines associated with that Customer.
Additionally, if I just want a user to have access to a single Sales Order and the Order Lines associated to it, I can give the user access to that, without giving the user access to the other Sales Orders or the parent Customer.
Based on my reading, Contact and Parent entity permissions should be what I'm looking for, but I'm not able to get anything more than a simple connection created. (E.G. I can get a user access to a Customer, but not access to the Sales Orders, etc.).
Any help anyone could provide would be appreciated.
Cheers.
permissions dynamics-crm entity dynamics-365 dynamics-crm-portals
edited Nov 23 '18 at 2:40
Arun Vinoth
9,056132447
asked Oct 23 '18 at 21:11
Colin McGuire
11
I'm having trouble wrapping my head around more complex permissions scenarios with Dynamics Portal entity permissions.
To simplify my need to the most basic scenario I can think of, I'm looking to set up a hierarchy so users with access to a "higher" entity also gets access to the lower ones related to it.
For example, say I have three entities:
Customer 1:M Sales Order 1:M Order Lines
I'd like to set it up so that a user with access to a Customer also has access to all of the Sales Orders and subsequent Order Lines associated with that Customer.
Additionally, if I just want a user to have access to a single Sales Order and the Order Lines associated to it, I can give the user access to that, without giving the user access to the other Sales Orders or the parent Customer.
Based on my reading, Contact and Parent entity permissions should be what I'm looking for, but I'm not able to get anything more than a simple connection created. (E.G. I can get a user access to a Customer, but not access to the Sales Orders, etc.).
Any help anyone could provide would be appreciated.
Cheers.
permissions dynamics-crm entity dynamics-365 dynamics-crm-portals
permissions dynamics-crm entity dynamics-365 dynamics-crm-portals
edited Nov 23 '18 at 2:40
Arun Vinoth
9,056132447
asked Oct 23 '18 at 21:11
Colin McGuire
11
edited Nov 23 '18 at 2:40
Arun Vinoth
9,056132447
asked Oct 23 '18 at 21:11
Colin McGuire
11
edited Nov 23 '18 at 2:40
Arun Vinoth
9,056132447
edited Nov 23 '18 at 2:40
Arun Vinoth
9,056132447
edited Nov 23 '18 at 2:40
Arun Vinoth
9,056132447
9,056132447
asked Oct 23 '18 at 21:11
Colin McGuire
11
asked Oct 23 '18 at 21:11
Colin McGuire
11
asked Oct 23 '18 at 21:11
Colin McGuire
11
11
add a comment |
add a comment |
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