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I need to create static URL (printed as QR code) to display user form of a currently associated owner on a specific account. Owners on the account are changing over time. Upon scanning the QR code user needs to be presented with user form of the "active"owner at the time of scanning the code. Any help / direction much appreciated.
Hello Peter,
Thank you for your post, unfortunately your scenario is not very clear, but you have below some guidance regarding how Dynamics 365 CE works with records and generates their links:
1. In the Web interface, which will be deprecated soon your URL for an account looks like this:
<organizationURL>/main.aspx?etc=1&extraqs=formid%3d<formId>&id=%7b<recordid>%7d&pagetype=entityrecord
where you have to replace the parameters inside the brackets based on your own records
2. In UCI it looks like this:
<organizationURL>/main.aspx?appid=<appId>&pagetype=entityrecord&etn=account&id=<recordid>
<organizationURL>/main.aspx?forceUCI=1&newWindow=true&pagetype=entityrecord&etn=account&id=<recordid>
As you can see there are a list of fixed parameters and a list of parameters you can change on your side for any Account record, however there are some points to keep in mind:
- the web client will not be available in the future, we plan to remove it and because of this we ask our customers to move to UCI
- the owner of the account doesn't matter in the context of the read permissions applied on the organization level for the security group of your user, what I want to say by this is as long as the user has permission to see the record, it does not matter what is the owner of it
- each record has its own ID and the ID is present in the URL
- additionally, the form itself will be forced by the Modern Driven app in UCI, if the form x, y, z has been enabled for that specific app module, your user will be able to see it, otherwise there is a fallback mechanism which will only allow him to see the form his security role has permission granted to and also it must be enabled for that specific Modern Driven APP
- if instead you want some specific sections to be displayed based on the user owning the record, I will recommend you to use a custom logic inside a javascript which will allow you to hide different fields, tabs, etc based on the record owner.
If I did not understand correctly your question please let me know and help me with the details below:
- do you have a way to generate the URL in your application as a dynamic URL?
- do you use security roles with permissions for all the accounts in the company or do you have your records shared with the user?
- what exactly is the user form of the "active" owner? What are the differences between an user being able to see the record as a normal user and the user being able to see the record as the owner and how have you implemented them?
- what are the differences in terms of user being able to see a form as an owner of the record and the former owner of that record, do they see something else or the form looks exactly the same?
Thank you!
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