Is there any API through which I can get a user's access level and record level privileges? First, I want to check if a user has access to a specific entity, and then I want to check what documents a user can access out of all the records in that entity.
I think your dynamics crm enviornment is either 2011 or 2013.
If it was dynamics 365 (9.0) and above there is an webapi function which you could call and get extact rights for a particualr record.
But in 2011 or 2013, you will have to first find out which privilige you are looking for and then user c# Dynamics SDK to find out if user has that privilige(right)
Take a look at this article
Related
We have a scenario where we do not have enough licenses to provide to the users for Dynamics CRM Online. But we need these users to be able to edit/create rows in Appointments and Task tables. We have a license with Admin access. Can this license be shared or used in such a way that users can edit these tables through any other interface say using Power Apps or so? Is there any way to enable them to edit the tables?
What you can do is, get the per-user-per-app license for users so they can use Canvas app and get authenticated using AD SSO.
You can use the Admin service account to do data interactions into Dynamics CRM using MS Flow/Power Automate. Essentially CDS connector will use the licensed CRM admin account in the backend. Honestly I never tried this.
Another user also used HTTP request to use LogicApps to POST the data without license. Reference
PowerApps portals is another option.
As I understand, we can access records created by Portal users and their respective Entity Permissions apply for them. However, I wanted those users to be able to even access records which were created by CRM users within Dynamics 365 (and not records created from Portal by a Portal user which is assigned to System)
Is this possible? If yes, how can I achieve that?
Thanks in advance!
It does not matter who created the record, what matters is if that user has access to it. It would not make much sense to show only records that were created by the portal users - how would you then handle something like Customer Service (on one end users use portal, but on the other they are using CRM, bot are creating records).
So basically I'm not sure how aware are you of the configuration of permissions, but let's say that you configured that a Contact (which is a portal user) has access to all records "Cases" that are referencing this contact (this is simply configuration in Entity Permission record). If yes then contact will see records created by him and all other cases that are referencing him as a contact, so if you as a CRM user will create a Case for a Contact, this Contact will see the case.
I am attempting to create a simple application for creating users in our on-prem Dynamics 2013 CRM installation. Right now, we create a user in AD then go to CRM and import the user by entering the AD username and domain in the CRM username field. We then manually enter the additional user properties. Currently, I have my app creating the AD users but, being new to CRM, I am stumbling about figuring out how to utilize the sdk to add my users in CRM. Also, I wonder if there is a better way to go about this.
Any help or guidance would be greatly appreciated.
Try starting with this from the online MSDN reference:
Sample: Create an on-premises user
I am integrating MS Dynamics CRM online with my ASP.Net MVC application. I am creating a synchronization process between both. I'm stuck at the point where
I need to check if user has entered valid CRM credentials ie. server address, domain, username and password etc. I am not sure which class is to use for that?
I want to create multiple entities of same type in a single go in CRM online from my Application. Currently I am using ServiceProxy's Create() method to do so . How can I create , for instance, 10 contacts in a single request ?
Is there any way to send list of objects to CRM server and create
them there?
To check I believe the easiest way is just execute call for example of WhoAmI message. If it would not throw an exception - that will mean that credentials are correct.
You should look at ExecuteMultiple message.
I have a simple ISV page (using 2007 service endpoints, 4.0 SDK) that only shows the Identity of a user who has opened it.
System.Security.Principal.WindowsIdentity.GetCurrent().Name
This page in CRM 4.0 shows a valid user DOMAIN\USERNAME
When this page is deployed to CRM 2011 it only shows NT AUTHORITY\NETWORK SERVICE
The CRM 2011 has a Claims Based authentication configured together with IFD. There is a STS server and Credentials. All connections seem work fine. The page is accessed via: https://servername.domain.com/organization/main.aspx and in an intranet environment.
It just looks that the page can not pickup the identity of a user who has opened it.
Have you experienced this before? Is there something not configured correctly?
Thank you for your help.
To be sure what user is logged on you can use WhoAmI message. In that way you are able retrieve full information about the user.
Also ASP.Net provide a way to retrieve currently logged in user HttpContext.User Property. But it could contains different values, depending on Authentication Type. In case of IFD with claims-based authentication, HttpContext.User will contains id of SystemUser entity.