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Scenario : I have created a custom entity called as "Actions". This entity has access team feature enabled. Access team template (read & write permissions) has been added to the subgrid of the Action record. I have added users in the access team template in the grid to whom i want to give access to this record.
Requirement : I have to fetch these system users guid who are present in the access team template for this particular Action entity record. How do i retrieve the users guid programmatically i.e. by JS or Plugins?
Any help is much appreciated.
I am using D365 online, v9.1.
Hi Prakhar, using plugin you can achieve it. For code refer below link.
You can very well retrieve user records using fetch xml in C#:
i am trying to find a way of doing this in web api.
You can check this out - mscrmtechie.blogspot.com/.../retrieve-access-team-members-using.html
Even i am also trying to use Web API in this case by using CRM Rest builder but the relationship to the table POA is not coming.
That's right. Doesn't seems to be a way.
Thanks Anand, this query worked !!
Good to hear.
Please mark answer as verified. It will be helpful for others.
Since i need this at the client side, i am trying to use Xrm.WebApi.retrieveMultipleRecords by passing the same query i.e. the fetchxml from the above mentioned Urls. Still No luck. Did you try this option?
For reference : www.magnetismsolutions.com/.../using-fetchxml-with-xrm-webapi-retrievemultiplerecords-in-dynamics-365-v9
I was able to do it using web API as well. Please find below the steps:
1. Open the CRM REST Builder solution, you will find the option "Predefined Query".
2. Select the option of fetch xml from the dropdown which is enabled when you click on the Predefined Query option from step 1.
3. Use the same fetch xml in the fetch xml box.
4. Create Query.
REST Builder wiill help you to create the query which will give you the desired results. !
Hope this helps everyone !!
I was able to do that using web Api as well. Please check below the steps along with snapshots.
Hope that helps!!
Can we get the security roles of all the members in the access team ?
I want to remove all users whose security role falls out of certain predefine roles list.
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