I am customizing Dynamics CRM 2016 for multiple departments to store contacts. I need to extend the contact entity but I only want to show the department-specific fields to the users of that department.
I can implement field-level-security but that displays all the custom fields (but doesn't allow other departments to see the actual values). That creates a lot of visual pollution.
Is there a better approach to achieve this?
Either create a separate CRM form for each department then control with security role, Or create individual tab/section in single form to show/hide in JavaScript based on dept/user security role.
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There is contact based portal registration.
In CRM a person can exists in multiple business units.
Now when a user try to login, it says password incorrect because it is referring to the other contact which is not having the password but same emailId.
I want to enable portal for all the contacts in the system, based up on the business unit I will show the menu items.
suggest changes in portal setup so that it can handle multiple contacts for the user
You have to think again about your implementation idea based on Administrator's Guide to Portal Capabilities for Microsoft Dynamics 365.
Few points:
Multiple contacts is not a good idea, that too with the same email address. Not sure which Business Units (BU) you are talking about, but how you are planning to hook the authentication piece by different BU? Use the same Contact and after authentication, decide the authorization part based on your concept
Even different Contact with different Email for different purpose is ok, but I would recommend you to look at web roles instead
If Menu items has to be dynamic & depends on configurations, use Liquid syntax rather than complex implementations. Read more
I'm building an employee self service portal via Dynamics 365, and when I use the lookup field to display my name in a form other employee names are displayed too:
I've been fiddling with the security roles for a while now and still cant seem to get it to display a single employee name.
I'm also planning to do it a different way by filling up the employee name based on the username on the upper right.
How do you guys suggest I go about this?
First things first. Portals won't use any CRM Security role concepts as it's for CRM users. Portal is built on top of Contact entity. Contact is Portal user & Web role will control his/her access.
You have to Entity Form Metadata to populate the fields per your need. The contact lookup can be filled in by current login Portal user this way. Even you can implement something like manage/restrict the Contacts only from your parent Account in that lookup easily.
I am setting up CRM to enable the support team to be able to schedule service appointments. However the problem is that all users in the organisation are displayed as rows. How do I restrict this to just a single CRM Team rather than the whole organisation?
Using Dynamics Online 2016 Update 1.
First create view that shows all users you want and next in calendar view change type to user and pick view that you created. You can't pick teams in there.
I would suggest that you use the Business Unit + Team + Security Role tandem to do this. How do you do this?
Create Child Business Units from the Parent Business Unit.
Create Teams with the same name
Create a Security Role (e.g Service Calendar BU Role) that restricts Service Calendar CRUD, Assign, Share, etc to Business Unit (Note: This entity can be found under Service Management)
Assign that Security Role (e.g Service Calendar BU Role) to the Team
I have created a custom entity that, through the 'lookup' tool, I made to be the child of an accounts entity.
Now, I would like to show this custom entity in the accounts hierarchy. How do I do this?
Thank you.
Unfortunately you can use only entities of one type in hierarchies. This is OOB behavior of CRM so you can show only child accounts under your account.
I need to design a model for CRM by which all cases be centralized for the company as well as its partners. It's a particular need that the company prepare service for its partners, also for the customers of each partner. Therefore, individuals in partners can be contact (because its account and entitlement is needed) and user (because they should have access to CRM similar to the company's supporters) at the same time.
Have you ever faced this need, and do you know a design model which cover it?
The most general case would be to design your CRM-system around Contacts. You could then create a lookup from User to Contact, and create a workflow or plugin to ensure that a User always has a corresponding Contact created.
This way everyone is a Contact in the system, while some people also have User records.