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Hi all,
Is there a way to provide MERGE permissions at entity level. Currently when MERGE permission is enabled, user will be able to merge records of any entity. If I have to control the permissions to provide access to MERGE only Lead records and not contact and accounts, how do I do it?
Cheers
hello,
The merge functionality in Dynamics 365 allows users to combine any two records of the Account, Contact, Lead and Case entities where the fields from one record will carry over to the Master record and become deactivated. This is useful especially in cases of unexpected duplicate records.
When creating custom security roles however, it is important to note the minimum privileges required to enable users to use this functionality. This link shows the minimum privileges required for each of the entities where the Merge functionality is enabled. Essentially, users require Append, Append to, Read, Share and Write access to the main entity,
https://docs.microsoft.com/en-us/previous-versions/dynamicscrm-2016/developers-guide/gg334602(v=crm.8)
THanks,
Soumen
Hi,
Other alternative could be to hide merge button using ribbon workbench from the entities which you don't want the user to perform merge.
As you wanted you can show/enable merge button on Lead entity and hide/disable it on Account and Contact entity. For this, you need to write a JavaScript function which will be trigged on the Enable rule of the Merge button. And this JavaScript function will have a parameter to read entity name from which entity it has been triggered. So check if entity name =’Lead’ then return the function with ‘true’ or else return the function with ‘false’. In this way, when return function is true, the button will be shown otherwise it will be hidden.
You can refer one of our following blog about hiding ribbon button based on the entity. Here, you will get to learn about all the steps required to achieve this functionality - https://www.inogic.com/blog/2017/02/modify-oob-ribbon-button-for-specific-activity-type-entity/
Thanks!
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