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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Entity Permission in D...
Microsoft Dynamics CRM (Archived)

Entity Permission in Dynamics 365 portals

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Posted on by AnkitSinghal 256

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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  • Suggested answer
    Andreas Cieslik Profile Picture
    Andreas Cieslik 9,267 on at
    RE: Entity Permission in Dynamics 365 portals

    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:

    www.adxstudio.com/.../web-roles

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at
    RE: Entity Permission in Dynamics 365 portals

    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]

  • AnkitSinghal Profile Picture
    AnkitSinghal 256 on at
    RE: Entity Permission in Dynamics 365 portals

    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.

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at
    RE: Entity Permission in Dynamics 365 portals

    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-

    docs.microsoft.com/.../assign-entity-permissions

  • Andreas Cieslik Profile Picture
    Andreas Cieslik 9,267 on at
    RE: Entity Permission in Dynamics 365 portals

    If no other relationship, then use global.

  • AnkitSinghal Profile Picture
    AnkitSinghal 256 on at
    RE: Entity Permission in Dynamics 365 portals

    I want to hide entity 2 for user 1 and entity 1 for user 2.

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at
    RE: Entity Permission in Dynamics 365 portals

    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

  • AnkitSinghal Profile Picture
    AnkitSinghal 256 on at
    RE: Entity Permission in Dynamics 365 portals

    how can we hide entity using entity permission?

  • Suggested answer
    Andreas Cieslik Profile Picture
    Andreas Cieslik 9,267 on at
    RE: Entity Permission in Dynamics 365 portals

    You hide an entity by not assigning the permission to a web role assigned to a user.

  • AnkitSinghal Profile Picture
    AnkitSinghal 256 on at
    RE: Entity Permission in Dynamics 365 portals

    Hi Andreas,

    Can u please explain how can we hide entity for particular user in Dynamics 365 Portals.

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