Skip to main content

Notifications

Dynamics 365 general forum

Create task for someone else and share to be able to still see it

Posted on by 2
Hi,
I'm a bit puzzled how to solve requirement taking into account the security constraint:
- on tasks, the user can read, create and update wihtin its own business entity.
- on tasks, assign and share is set on organization.
User of team A has to create via the social pane of crm 2016 on-prem a task for team B.
However team A belongs to Business unit 1 and Team B belongs to business unit 2 --> user has by default no read on the new task.
In the create task of the social pane, the user can select team2, but when the task is created an error is show on teh screen"Record is created but cannot be shown because server is busy".
Whereas the new task cannot be shown at this point in time as it belongs to a team of a different business unit.
What we wanted to obtain is assign the task to team 2 so they can update, and share it with the first team with read permssions to follow the progress.
However I'm not able to obtain such a result.
I tried to created the task initally as owned by user1 (overwrite the team user has chosen), but I cannot change the ownerid in the Pre-Create. This triggers an error that it is not allowed to change security in stage 20.
If it had worked, I thought to create the share an re-assign in PostCreate.
Any suggestions how I could obtain that user can see I task assigned to another team without modifying the permissions for the security role?
  • Verified answer
    Birgit RD Profile Picture
    Birgit RD 2 on at
    RE: Create task for someone else and share to be able to still see it

    I used a workaround : firts give extra permissions and after plugin execution remove those again.

  • Birgit RD Profile Picture
    Birgit RD 2 on at
    RE: Create task for someone else and share to be able to still see it

    I got this working when I assign the task to another team during creation.

    However, when the user forgets to assign to the correct team, it is not possible to do anymore.

    Reason: the suer has assign permissions for the whole organization, but no read permissions.

    Read is limited to own business unit + shared records.

    However, I create the share in the plugin, but this doesn't work because plugin is not execute : an error s shown about insufficient permissions.

    Anyone an idea how I can keep permissions as is (within business unit + shared), and yet assign to a team outside the business unit?

    Only idea I can come up, is having an extra button or so.

  • Birgit RD Profile Picture
    Birgit RD 2 on at
    RE: Create task for someone else and share to be able to still see it

    By using this setting, all re-assigned records will be shared.

    This is not what we want.

    Only in very specific situations the record should be shared.

    I don't seem to be able to share in pugin, but it does work fine if I do it afterwards from a console app.

  • Suggested answer
    Priyesh Profile Picture
    Priyesh 7,392 User Group Leader on at
    RE: Create task for someone else and share to be able to still see it

    Hi,

    Though this is just a part of the solution - Here's how you can assign records and still keep access by default organization wide using this setting - d365demystified.com/.../d365-quick-tip-assign-your-records-but-keep-control

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,240 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,149 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans