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Community site session details

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Microsoft Dynamics CRM (Archived)

Set Access Level of Custom Entity

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Posted on by

Team,

I need to change the access level of Custom Entity Manually from Organization Level to User Level. Can anyone suggest on the same.

Thanks in advance.

Ravi

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  • Suggested answer
    Varsha deshpande Profile Picture
    135 on at

    Hi Ravi,

    If you are using Microsoft Dynamic crm 2016 you can change the access levels of custom entities manually based on security roles as mentioned below:

    settings > security > security roles > choose one security role(based on the role assigned to user) > Custom entities and you can find the list of entities you have created. Change the access levels of the entities to user level.

    If it is 2013 in settings >system> administration > security roles and I think rest is same.

    Hope this helps,

    Regards,

    Varsha Deshpande 

  • Suggested answer
    Sayhaitokumar Profile Picture
    7,042 on at

    Hello Ravi,

    If you want to make this to particular users, open the roles which you assigned to them.

    Then Go to Custom Entities Tab. Then make the changes.

    More Info : crmbook.powerobjects.com/.../security-roles

  • Suggested answer
    ShahXu Profile Picture
    1,515 on at

    if entity was created on organization level then you can't change it via any setting option.

    if you want to try then unsupported ways are available on google by altering XML of custmization file.

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