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Hi,
I Have 2 user in Dynamics 365 Portals.
In Dynamics CRM Portals, I have 2 Entity List for 2 custom entity - 1. Custom Entity 1 and 2. Custom Entity 2.
According to my requirement,
User 1 can only see Custom entity 1 and user 2 can only see Custom entity 2 on Dynamics 365 Portals.
Both user can not see entity list of each other.
Please suggest me any proper solution.
Thanks!
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Hi Andreas,
Can u please explain how can we hide entity for particular user in Dynamics 365 Portals.
You hide an entity by not assigning the permission to a web role assigned to a user.
how can we hide entity using entity permission?
Yes, assinging different web role to.different user will ensure this (hide entity 2 for user 1 & entity 1 for user 2)
With global entity permission, the user which has acess to the entity will see all records I.e. user 1 can see all records of entity 1 and user 2 can see all the records of entity 2
I want to hide entity 2 for user 1 and entity 1 for user 2.
If no other relationship, then use global.
If you do not have custom entity relationship with account & contact then you can use global but this will return all the records. Not sure if this will suit your requirement.
You can read more about this here-
Can you suggest me which scope is suitable for entity permission. I don't have any relationship between custom entity and account or custom entity and contact.
Hi Ankit,
Create 2 web roles. [WR1 & WR2]
Create Entity Permission for each entity [EP1 for Custom Entity 1 & EP2 for Custom Entity 2]
For each web roles, add the relevant Entity Permission. [On WR1, add EP1 & On WR2, add EP2]
Then add the web role to user respectively. [Add WR1 to User1 & WR2 to User2]
You need to create two separate entity permissions for each custom entity.
Then assign each entity permission to a different web role: e.g. Builders, Partners, ... you name it.
Then assign each user to the specific web role.
This sample or explanation should make it more clear:
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