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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Virtual entity to own ...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Virtual entity to own tenant

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Posted on by MRCBob 55

I would like to expose some account and contact data to our phone system supplier. 
they will lookup the number within CRM and pass it on the MS Teams call. 
I don’t want to give them access to all account and contact fields. I can set fieldsecurity on all fields off course but that isn’t the best solution I believe. 

can we do a virtual entity with ODATA to our own tenant without coding something in c#?

i have created an application user, setup odata and a virtual entity for accounts with only name and telephone1 field but this isn’t working yet. 
I think something need to be passed with parameters but have no clue anymore. 

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  • Suggested answer
    Johao Larios Profile Picture
    Johao Larios 1,795 on at

    Hello There, 


    I'm not sure if I understood your question. But this is our documentation for Virtual entities. Ihttps://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/create-edit-virtual-entities

    if this is not related with what are you looking for, please explain a little bit more.

  • MRCBob Profile Picture
    MRCBob 55 on at

    Thanks,

    It looks a lot to what I am looking for but I missing the point what to setup.

    So I have 1 CRM tenant with accounts and contact off course. I want to create a Virtual Entity which reflects the accounts and contacts but only with Name and Phonenumber:

    vEntity.png

    Now I can give permission to a user to only read v_Accounts and v_Contacts and he will only be able to retrieve Name and Phonenumber.

    I have setup the Virtual entity to use ODATAv4 with https://customer.crm4.dynamics.com/api/data/v9.1 

    I created a Virtual entity v_accounts connected to this datasource.

    • External Name: accounts
    • External Collection Name: accounts

    New fields:

    • v_accountid: external: accountid
    • v_name: external: name
    • v_phonenumber: external: telephone1

    I read in your link something about Connectionstring field as Data source secret, is this needed?

  • Suggested answer
    Johao Larios Profile Picture
    Johao Larios 1,795 on at

    Hello, 
    The virtual entities are intended for external data sources.  So, for that reason you need to provided the connection data as mentioned in the documentation that I shared. 

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