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Microsoft Dynamics CRM (Archived)

Making a view on portals that show the team mensbers that belong to the projects

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Posted on by 250

Helo everyone my name is Taniguchi and i am using the Project servisse on portals and on Project service on entitie Project aproval i can  as a person who is autorized to aprove appoitments see my appoiments and other people that belong to that Project. on CRM the view is using the user but portals dont use user, portal use contacts. how can i make this view on portals ?

please help me.

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

    Hi,

    Add a global permission for user entity will ensure that the portal user can see crm users. You can then use the same view in portals.

    Hope this helps.

  • TaniSantos Profile Picture
    250 on at

    But if i put global permission i ll see the appoitment of everyone including people that are i am not authorized tô approve the  appoitment i would like to see only appoitment that i am authorized tô approve

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