I am Impersonating a user to create the CreatedBy for Notes. But I only want to have it work with the Annotation Entity and use the normal admin to add the other records. Is there a way to associate it so the impersonation only effects one entity or if not is there a way to revoke the impersonation?
Thanks!
You have to set the CallerId property of the service proxy back to the id of the admin after you have created the annotation. See http://msdn.microsoft.com/en-us/library/gg334744.aspx
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How can I get all the security profiles created for an entity? Is there any API through which I can get the ids or any information about the security profiles which had been created for that entity?
I am able to get all the security roles that had been assigned to a particular user. I want to compare the security profile ids of an entity and the user. If they match, I will check if the security profile has given the user read access to the records found in that entity and the user will be given visibility access to the user.
if you just want to get this info for your reporting or overview, There is an XRM toolbox plugin called Entity security plugin
This will give you for an entity which security role has what access.
I wanted to know on which entities does an user have by default a read access initially when no security role is assigned to the user?
I wanted to know because any user who do not have any security role can still access case & accounts entity through advanced find! Is this expected behavior? If yes then is this documented any where?
All users must be assigned to at least one security role in order to have access to Dynamics 365. The security roles can be assigned to the user directly or to the access team he belongs to.
Can you double-check the security roles assigned to the user and verify team's security roles ?
The user has to have a security role assigned to get into CRM. Check existing teams to see if the user is a member of and also he/she will have access to the records shared to him/her. Which entities user can access to are based on the roles/team he/she has been assigned. Check role/team setting for details.
Which Dynamics CRM entity should be assigned to a Security role, so that the user has access to the Security roles module and in turn they can create security roles?
You will have to assign System Customizer role in Dynamics CRM to the user.
Please mark my answer verified if i were helpful
Have you provided read access to SettingsSiteMap under CustomEntities?
If not request you add that, it might help.
Also provide Create, Read and Write access to Security Role entity under Business Management if not done already.
Thanks!
You should create a new custom security role that only has access to "Security Role" entity and give to whoever needed it.
Create an administrative user and prevent elevation of security role privilege
I am customizing Dynamics CRM, and I am modifying access teams through coding. But I don't want users to be able to add access teams from screen. I cannot find the permission for that; can someone tell me where is it in the security role?
You have to identify the security role for users to limit the permission and remove the share privilege on that security role for that Access teams enabled entity. Read more
You can control who can add members to the Access Team subgrid. Only users with share privilege for the entity on which the access team exists can add or remove members from the Access Team subgrid. This makes sense—by adding people to the Access Team, you are in effect sharing the record with the people on the team.
You need a developer do that because it should modify the ribbon command in the systemuser entity.
In Dynamics-365 crm, I want to grant read-write access request to an user of D-365 to a specific record of an entity if the user is not privileged with that privileges.
I did that by assigning some sort of security roles to that user. But I can't do that by modifying security role.
So how can I do that without assigning security role?
You can achieve the same share functionality in code using GrantAccessRequest, refer my another Stack Overflow answer for C# plugin example.
For web api, your org has to be greater than v9.0 as GrantAccess message was not available in web api till v8.2
Still to achieve this object based security model, you should give users privilege to read-write that entity records through role based security model. Without user having entity edit privilege in security role they cannot edit by getting record sharing.
Read more: Use record-based security to control access to records
If you do not wish to change/update your security Roles, then you can do so by sharing a particular Record with Either Team or User.Below 2 images will help you explain how to share a Record.
Now this process below is manual and you could achieve this process programmatically as well using C# i.e server side coding
Note:
If this solves your problem do mark this answer as solved.