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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to allow individua...
Microsoft Dynamics CRM (Archived)

How to allow individual record sharing on Dynamics 365 Portal?

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Posted on by tgoetzilhfs 40

I've implemented Account/Contact security via Entity Permissions on our Dynamics 365 Portal, and though it works, now I find that Accounts want the ability to share specific, individual records with other Accounts. 

I know it's trivial to Assign/Share Records within CRM itself, but does anyone have any ideas on how to implement similar functionality for a Dynamics 365 Portal application with custom entities? I'm hoping not to resort to plugins. I have a few ideas on how to do this, but I'd really like to get other opinions.

Any ideas?

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  • tgoetzilhfs Profile Picture
    tgoetzilhfs 40 on at
    RE: How to allow individual record sharing on Dynamics 365 Portal?

    Thanks again for the response, Oliver. So I'm not sure I'm being clear on what I want to accomplish. maybe this illustration will help clarify:

    ==========

    Account Entity

    ==========

    Account A

    Account B

    ================

    Assessment Custom Entity

    ================

    Account A  Client 1 Demographic Data

    Account A  Client 2 Demographic Data <-- How do I allow Account B to access just this particular Account A record?

    Account A  Client 3 Demographic Data

    Will your solution accomplish the above? What changes do I need to make to the Assessment Custom Entity or Entity permissions to allow selective record "sharing" within Dynamics 365 Portal?

    Thanks again for your help!

  • oliver.rodrigues Profile Picture
    oliver.rodrigues 4,052 on at
    RE: How to allow individual record sharing on Dynamics 365 Portal?

    with the solution I told only the records within that relationship would be available.. it wouldn't be all records

  • tgoetzilhfs Profile Picture
    tgoetzilhfs 40 on at
    RE: How to allow individual record sharing on Dynamics 365 Portal?

    Oliver, thanks for the response! I've thought of your solution, but the issue with that is I don't want an account to have access to *all* records from another account, only *particular* records.  

    Any other ideas?

    Thanks in advance.

  • Suggested answer
    oliver.rodrigues Profile Picture
    oliver.rodrigues 4,052 on at
    RE: How to allow individual record sharing on Dynamics 365 Portal?

    Hi.. although it is a similar concept, you are not exactly looking for assigning the records.. CRM assign works with Teams/Users.. while what you want exactly is sharing records between different contacts

    try the following solution

    - add a new relationship (if you don't already have) allowing a contact to have multiple accounts (it maybe better using a N:N relationship)

    - your entity permission needs to look at that relationship

    - now through the portal you can try to manipulate creating an entity form or a CRM Workflow that will create that relationship record

    did you get the idea behind it ?

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