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Microsoft Dynamics CRM (Archived)

How to set different entity list by user roles in dynamics 365 portal?

Posted on by

Hello all,

Currently what I want to accomplish in portal is,

if the user log in as admin or manager...etc, set a view for management for the list,

and for normal end user it shows another view for them;

What I have done is, I have set 2 different entity list with different form say A and B,

and I created a WEB template like this:

{% if user.role_keys contains 'admin'%}
      {% entitylist id:'entitylist A' %}
      {% else %}
      {% entitylist id:'entitylist B' %}
    {% endif %}
  {% endif %}

though it doesn't work out well,

could you please give me some advise to solve this?

P.S. I don't even know if I use the attr 'id' correctly... any reference about how to build up in liquid would be also appreciated!

Best Regards,

*This post is locked for comments

  • Suggested answer
    RE: How to set different entity list by user roles in dynamics 365 portal?

    Hi,

    You can achieve above scenario by setting up proper web Role and Entity permission in the CRM for Portal User.

    For more details refer to below links,

    community.adxstudio.com/.../entity-permissions

    community.adxstudio.com/.../web-roles

    Mark As Answer If It helps You

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