Hi All,
As I understand, we can access records created by Portal users and their respective Entity Permissions apply for them. However, I wanted those users to be able to even access records which were created by CRM users within Dynamics 365 (and not records created from Portal by a Portal user which is assigned to System)
Is this possible? If yes, how can I achieve that?
Thanks in advance!
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You can do this with Entity Permissions. If not using a global permission, the records created by CRM users have to be related to the contact through a direct or transitive relationship, with one or more entity permissions configured properly to refer to the target entity through the relationships between it and the contact.
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