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Microsoft Dynamics CRM (Archived)

CRM 2016 On-premises Price List security - ability to read only price lists, which account you have access to

Posted on by Microsoft Employee

Hello,

I'm trying to grant to users read permissions of not all price lists, but which account they have access to. For example: there are two accounts: Acc1 and Acc2. Acc1 has PL1 and Acc2 has PL2. Current user has access to read only Acc1, so that he must be able to read PL1, and does not have to read PL2. Read permissions of Product, which populates on Price List too, is granted for all entities, there is no ability to grant read only own Product. I added N:1 referential relationship Product:Account, but it had no effect. Also, I tried to add cascading permission, but there is no ability to add it, because Parent Product relationship has already existed. The same I tried for Price List entity - relationships are created, but that has no effect. Is there an ability to perform such Price List security? We also have an ability to share account for user or add him into Access Teams, so in these cases we also have to grant him read permissions on Price List.

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  • Jarrod Williams Profile Picture
    Jarrod Williams 1,747 on at
    RE: CRM 2016 On-premises Price List security - ability to read only price lists, which account you have access to

    Hi Taras,

    Creating teams based on the price lists or based on account sets that they have explicit permissions to products and/or price lists is going to be the best way to handle that.  The trick with using the teams and security in this manner is that you are going to have to have each of the items explicitly added and you aren't going to be able to rely on the relationships to grant permissions in a cascading manner.  

    Thanks,

    Jarrod

  • Monica3 Profile Picture
    Monica3 5 on at
    RE: CRM 2016 On-premises Price List security - ability to read only price lists, which account you have access to

    Hi Taras,

    Did you read a smart solution for enabling/disabling access for specific price lists?

    Thanks

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