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Session Id :
Microsoft Dynamics CRM (Archived)

Security Roles : Providing Access to the Parent & Child records dynamically.

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Posted on by 383

Hi everyone,

I have an requirement when user( field name 'manager') selected  from the look up field on the account form, have to provide read/write permissions to the selected user . Initially users don't have read&write permissions. for this i'm using plug-in & access teams. At the same time  user needs read&write permissions for the account child records. for this i think i can achieve same way like using access teams & plug-in but the problem is need to trigger plug-in on UPDATE of parent record manager field & CREATE child record messages on two different entities. i have 3 more entities to configure security in a same manner .  Is there any simple way or work around to provide access to the parent/child records???.  Thanks in advance.

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    RaviKashyap Profile Picture
    55,410 Moderator on at

    Hi,

    I guess the way you are already doing is the only waqy to do this. There is nothing standard for record based security.

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