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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to restrict a Secu...
Customer experience | Sales, Customer Insights,...
Suggested Answer

How to restrict a Security Role accessing certain records(Account) based on its related record Optionset field value

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Posted on by Madhu M 50

How to restrict a Security Role accessing certain records(Account)  based on its related record Option Set field value.

Example: 

We have 2 entities Account and Contact.

Where contact is a lookup on Account entity.

Need to restrict Users having a specific Security Role accessing Account records when contact (lookup field ) Optionset field set to YES (field Confidential = YES ).

Ideally, Security role assigned to user have Org level Read Access to Account entity.

Any help on this would be great.

Thank you

I have the same question (0)
  • Suggested answer
    meelamri Profile Picture
    meelamri 13,216 User Group Leader on at

    Hi,

    You'll need to develop a retrieve and multiple retrieve plugin to restrict access to accounts that meet the criteria you want. I don't see another way without using the code.

  • Madhu M Profile Picture
    Madhu M 50 on at

    Thanks for your response.

    Can we restrict a Security Role accessing a certain Records(Account) even though it have Global level Read Access to the (Account)Entity. If so, Could you please share some reference or a snippet that I can use to restrict accessing record.

    Once again thank you for the response.

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