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.
Related
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.
So I have a Dynamics 365 solution with a portal. I have created a custom entity to hold records relating to events. What I need to do is provide a way for users to log into the portal and register their interest for these events i.e associate their contact record with the relevant event record.
I have seen that in CRM there is the option to associate the current user to an event when they create one through an insert entity form in the portal, but I can't figure out how to do it from a read-only entity form.
You have to use & configure Entity Form Metadata in entity form, so that the data can be pre-populated including current login portal user as contact in each record.
https://community.adxstudio.com/products/adxstudio-portals/documentation/configuration-guide/entity-form/entity-form-metadata/
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'm working with a Customer Self-service Portal instance in Dynamics 365 and have the possibility of a contact(user) being linked to one or more accounts via a Many-to-Many relationship. I'm trying to find a way to change the out-of-the-box Case entity list to show cases for any account the contact is linked to with this new relationship but so far haven't found anything that will work. I have considered just replacing the entity list view with some custom fetchxml in Liquid code, but I'm thinking the entity permissions for Case would have to be global then, instead of Contact or Account scope? I'm looking for a way to make this work with entity permission at Contact or Account scope.
I tried changing the account entity permission to use the new Many-to-Many relationship I created so that the current contact/user should be able to access all the accounts they are associated with, but I'm missing how to get to the next step of then showing all cases for those accounts.
Any suggestions? thank you!
Ok,I found the missing piece to make this work. Once I had the entity permission to the account entity (let's call it Account of Contact) using the new Many-to-Many relationship (contact to account), I then created another entity permission record for the Case entity with a scope of Parent and selected the "Account of Contact" permission as the parent, and picked the existing incident_customer_account relationship. Once this was parented, I was able to go to the out-of-box support home page and view all cases for accounts my contact was associated with via the Many-to-Many relationship.