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Microsoft Dynamics CRM (Archived)

How lock stages in business process flow for different user in same entity.....

Posted on 1 Apr 2017 11:26:12 by 70

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  • arpit chouksey Profile Picture
    arpit chouksey 70 on 05 Apr 2017 at 16:30:58
    RE: How lock stages in business process flow for different user in same entity.....

    I want to set security  user can access only one  particular stage and other stages lock for each other in same entity  how i write code please help..........

  • Community Member Profile Picture
    Community Member Microsoft Employee on 03 Apr 2017 at 09:25:46
    RE: How lock stages in business process flow for different user in same entity.....

    Hi Arpit

    Based on your business process I would say yes, a CRM does sound like a good option in running your business more efficient. A CRM allows you to keep a record of your customers' details and any interaction so it makes everything well organized.

    You may also want to look at the option of getting a CTI solution like Tenfold which integrates your existing phone and CRM. Checkout these integrations at www.tenfold.com/.../dynamics

  • Inogic Profile Picture
    Inogic 24,094 on 03 Apr 2017 at 09:15:17
    RE: How lock stages in business process flow for different user in same entity.....

    Hi Arpit,

    In order to get the Id of the Stage in JavaScript, please refer the below.

    http://www.inogic.com/blog/2015/03/scripting-on-business-process-flow-in-crm-2015-part-i/

    If this answered your question, please make sure to Mark this as an Answer.

    Thanks!

  • arpit chouksey Profile Picture
    arpit chouksey 70 on 03 Apr 2017 at 04:47:51
    RE: How lock stages in business process flow for different user in same entity.....

    But I have three stages  in one entity how I  get particular id of these different stage...

  • Suggested answer
    PS Profile Picture
    PS 23,577 on 03 Apr 2017 at 04:26:23
    RE: How lock stages in business process flow for different user in same entity.....

    Xrm.Page.getAttribute("stageid")

  • arpit chouksey Profile Picture
    arpit chouksey 70 on 02 Apr 2017 at 19:24:48
    RE: How lock stages in business process flow for different user in same entity.....

    But how I access particular stage in a form...

  • Suggested answer
    Dynamics_Alok Profile Picture
    Dynamics_Alok 1,746 on 01 Apr 2017 at 16:41:30
    RE: How lock stages in business process flow for different user in same entity.....

    One option would be using Javascript custom code ,other way would be using field level security .

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