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Microsoft Dynamics CRM (Archived)

Products - Restricting View

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Posted on by 123

Hi,

I have a catalogue of products currently on the portal, which is visible when you log into the portal.

How can i restrict which user can see which product.

e.g. If i dont want user A to see a particular product but would like user B to see it.

I know i can restrict a particular page (using Web Page Access Control Rules).
As all the products are on this page this will not work for this problem.

Thanks in Advance.

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  • Suggested answer
    RaviKashyap Profile Picture
    55,410 Moderator on at

    Hi Damesh,

    What I understood is you are looking for record based security. I don't think thi sis possible with the OOB configuration/ customization. Its not even possible in Dynamics 365 OOB.

    You need to find a workaround to achieve your requirement. You could segregate the products with say a Type field and then have separate web page to load different type of product. Once you have different pages, you could restrict the access with web page access control.

    I know, not an ideal way to this but this may work. :)

    Hope this helps!

  • Suggested answer
    gdas Profile Picture
    50,091 Moderator on at

    Hi Damesh,

    I am not sure but you may get help from below reference -

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

    docs.microsoft.com/.../configure-web-roles-partner-portal

    docs.microsoft.com/.../dynamics365

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