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Microsoft Dynamics CRM (Archived)

Solution to allow everyone to import via the data import wizard to only one ENTITY regardless of their other Security Roles?

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Posted on by 1,589

I have a Dynamics CRM 2011 application with 11 custom entities.

 

All users have varying levels of access to those 11 entities via custom security roles.

 

I need to make “some kind of adjustment”, so that regardless of the level of access a user has been granted to an entity, users are only allowed to use the import wizard on Entity X and cannot import data via the wizard and a CSV file to any other entity.

 

Initially, I thought this could be handled via security roles, but because I need to restrict people who have write and read access from importing to all entities except Entity, it appears that security roles operate in an “all or nothing type way” based on the level of access a user is granted an entity.

 

Using the import function must be restricted to only entity X, regardless of the level of access users have been granted to everything else.

 

How might I implement such a solution?

 

Do I need to write a plugin that stops the import process based on security role?

 

Is there a way to achieve this using a special combination of security roles that I have not figured out yet?

 

Basically, I want any user who has as one of their security roles “Import-Data-To-Entity-X”, to only have the rights to import data via the wizard to Entity X.

 

They should not be able to import to any other entity other than Entity X even if they have “create” access via a custom security role.

 

Any advice, recommendations, or suggestions would be greatly appreciated.

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I have the same question (0)
  • Aric Levin - MVP Profile Picture
    30,190 Moderator on at

    Hi,

    I think you have a problem with this scenario.

    Even if you could hide the Import data button from all the required entities using Ribbon Customizations, they would still be able to import the data that they can't be clicking Import data in another entity.

    When the import data loads up, and the file is uploaded, all entities that are available for import will be visible, and you can't control that access, unless you completely remove Import privilege from the users.

    The only other solution that I see is a custom one...

  • ACECORP Profile Picture
    1,589 on at

    Is there a way to prevent imports to entities via plugin? I guess that's where this is leading right?

    I can write plugins no problem, I suppose I am just looking for some guidance or a high level idea of what I would need to "tap into" via plugin to achieve it.

    Like is there some import based event I could use to trigger a plugin, which then checks the selected entity and the user's security groups to determine if the import should be permitted?

    Any advise or guidance on what events to look at and/or how to approach it would be greatly appreciated.

  • Verified answer
    Aric Levin - MVP Profile Picture
    30,190 Moderator on at

    Hi Jim,

    Yes there is an Import Message, that you can try and write a plugin for.

    Have not used it myself, but you should most likely be able to prevent import using that.

    Hope this helps.

  • ACECORP Profile Picture
    1,589 on at

    Thanks! I will check that out. Much appreciated.

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