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Microsoft CRM Portals - Entity List custom filter

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Posted on by Luca Genovese

Hi all,

I have the following scenario:

A customer (account) can be of different types and a customer can be hierarchically linked to another account.

Let's suppose that customer X (type a) is the father of customer Y (type b)

The logged in user (user1) on the portal has X as parentcustomerid.

The logged in user (user2) on the portal has Y as parentcustomerid.

On the portal there is an entity list showing the Orders (salesorder). An Order has a lookup pointing to account.

I want that the user1 can view all (and only) the Orders linked both to customer X and customer Y.

I want that the user2 can view all (and only) the Orders linked only to customer Y.

In oher words, based on the type of the parentcustomerid of a logged in user I want to apply a custom filter on the entity list.

How can I achieve that?

Thanks in advance.

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Luca Genovese on at

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RE: Microsoft CRM Portals - Entity List custom filter

I have solved the problem in a hybrid way.

First using the entity permissions with Parental scope between Account and Order.

The fist permission is on Account with Contact scope working on a many to many relationship with Contact.

The second one is on Order with Parental scope linked to the previous permission.

There is also a server side part. A Plugin that populates the many to many relationship between Account and Contact that triggers on the changing of parentocustomerid of a Contact. It basically checks the type of the Account and "propagates" the association through the account's hierarchy.

Hope this helps.
Luca Genovese on at

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RE: Microsoft CRM Portals - Entity List custom filter

Hello. Thanks for your answer. As far as I know the parental scope for entity permission is used to provide access to child entities related to a parent entity. I can't see how I can achieve my goal using parental scope.
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Mahendar Pal 45,095 on at

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RE: Microsoft CRM Portals - Entity List custom filter

Hi,

My suggestion will be to control this using Web Roles based on the user, you can define two Web roles where you can use parent scope and provide access to records.

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