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Filtering Entity List in D365 Portal

Hi All,

We have the following requirement need to be implemented on the D365 Portal

If Logged In user has account "ABC" then it should see all records of that entity list.

if Logged in user has an account other than "ABC" records will get filtered based on the account.

We have used entity permission to filter the records based on the account.

But how can we display all the records if the account is "ABC".

Is there any way to show a specific view using liquid or any other approach to implement this?.

Hi Amit,

I've put some thought into your problem and think I have a solution.

I haven't tested this yet but in theory it should solve it.

Since you are using Entity Permissions to filter based on the related Account, we can utilize a similar method to give the Contact access to all of the records. As you are probably aware, Entity Permissions are based on Web Role(s) which can be used to have a specific role for this scenario.

Create a Web Role called "ABC User" or something along those lines.
Create an Entity Permissions for the entity in the list, with Global permissions for Read privilege.
Create a workflow inside of CRM that will be used to assign the user the web role in step #1 anytime the Company Name field changes on the Contact.
1. Make sure to verify if it has data - assign the role
2. If it doesn't have data - unassign the role (the related account was removed)
3. There is an out-of-box workflow activity under the Adxstudio custom assembly that should have an "assign web role" and "unassign web role".

Number 3 above is to ensure the role gets applied automatically, but you can test by manually adding the web role in step #1 to the contact, login to the portal, and see if the list shows all.

I believe Entity Permissions are similar to CRM security where it gives access to the records based on the highest level of privilege. In this case, if the user has the Global entity permission assigned they should get access to all records, but if they don't then they should get access to just the filtered records.

If you have any questions just let me know, and I would appreciate you flagging this as answered if it does resolve your problem.

Matt Bayes

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