In Dynamics CRM, I have a custom entity that makes use of connections to establish relationships between the entity and some system entities such as contacts and users. When I try to add, for example, a contact as a connection, the lookup is showing a list of accounts. How do I change the lookup so that it shows a list of contacts and/or users instead of accounts?
Related
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/
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'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.
The company I work for has clients which have various businesses but which are owned by the same person. The different businesses have separate contracts and we have linked the two accounts by a connection.
Now, when a case regarding one of the businesses is created, we want all the contracts of both businesses to show up under 'Contracts'. Is this possible?
Ex: Business A - Contract A
Business B - Contract B
Case for Business A : Available contracts: Contract A , Contract B ( since the owner is the same we want both of them to show)
It is, but it would probably take some development. You would need some sort of html/silverlight xap web resource or an iframed web application to retrieve and dynamically load the contracts of all the account connections on the account form. The web application would need to take into account the relationship of the parent account to the child accounts and it may be easier instead of using connections, just to make them child accounts to the parent account. That's how its done pre-2011.
I think I can suggest something here.
Have that 'person' as master Customer (record of type account), and have all the businesses (A, B) as child Customers (records of type account).
Now create an advanced find view to list all the contracts for 'master' customer
Expose it in a grid. (read more here How to create master/detail view in Microsoft dynamic CRM 4.0?)
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.