Retrieving Users from Access team template from an entity record

(0) Share

Report

Posted on by Prakhar Mathur

Hello Folks,

Scenario : I have created a custom entity called as "Actions". This entity has access team feature enabled. Access team template (read & write permissions) has been added to the subgrid of the Action record. I have added users in the access team template in the grid to whom i want to give access to this record.

Requirement : I have to fetch these system users guid who are present in the access team template for this particular Action entity record. How do i retrieve the users guid programmatically i.e. by JS or Plugins?

Any help is much appreciated.

I am using D365 online, v9.1.

Regards,

Prakhar

*This post is locked for comments

I have the same question (0)

All responses (12)

Answers (2)

Verified answer

crm development 870 on at

Like (0)

Report

RE: Retrieving Users from Access team template from an entity record

Hi Prakhar, using plugin you can achieve it. For code refer below link.

rajeevpentyala.com/.../retrieve-members-of-a-records-access-team-and-migrate-access-teams-between-organizations

Thanks,

Anand

Was this reply helpful? Yes No
Suggested answer

Rawish Kumar 13,758 on at

Like (0)

Report

RE: Retrieving Users from Access team template from an entity record

Hi Prakhar,

You can very well retrieve user records using fetch xml in C#:

mscrmtechie.blogspot.com/.../retrieve-access-team-members-using.html

nicknow.net/dynamics-crm-fetchxml-retrieve-access-team-members

i am trying to find a way of doing this in web api.

Was this reply helpful? Yes No
Suggested answer

Priyesh 7,396 User Group Leader on at

Like (0)

Report

RE: Retrieving Users from Access team template from an entity record

Hi,

You can check this out - mscrmtechie.blogspot.com/.../retrieve-access-team-members-using.html

Was this reply helpful? Yes No
Prakhar Mathur 60 on at

Like (0)

Report

RE: Retrieving Users from Access team template from an entity record

Hi Rawish,

Even i am also trying to use Web API in this case by using CRM Rest builder but the relationship to the table POA is not coming.

Was this reply helpful? Yes No
Suggested answer

Rawish Kumar 13,758 on at

Like (0)

Report

RE: Retrieving Users from Access team template from an entity record

Hi Prakhar,

That's right. Doesn't seems to be a way.

All you can try is to execute this fetch xml using javascript and see if that works if you need to handle on the client side. Otherwise please go for plugin/SDK approach.

Was this reply helpful? Yes No
Prakhar Mathur 60 on at

Like (0)

Report

RE: Retrieving Users from Access team template from an entity record

Thanks Anand, this query worked !!

Was this reply helpful? Yes No
crm development 870 on at

Like (0)

Report

RE: Retrieving Users from Access team template from an entity record

Good to hear.

Please mark answer as verified. It will be helpful for others.

Thanks,

Anand

Was this reply helpful? Yes No
Suggested answer

Prakhar Mathur 60 on at

Like (0)

Report

RE: Retrieving Users from Access team template from an entity record

Thanks !

Was this reply helpful? Yes No
Prakhar Mathur 60 on at

Like (0)

Report

RE: Retrieving Users from Access team template from an entity record

Hi Rawish,

Since i need this at the client side, i am trying to use Xrm.WebApi.retrieveMultipleRecords by passing the same query i.e. the fetchxml from the above mentioned Urls. Still No luck. Did you try this option?

For reference : www.magnetismsolutions.com/.../using-fetchxml-with-xrm-webapi-retrievemultiplerecords-in-dynamics-365-v9

Was this reply helpful? Yes No
Verified answer

Prakhar Mathur 60 on at

Like (0)

Report

RE: Retrieving Users from Access team template from an entity record

I was able to do it using web API as well. Please find below the steps:

1. Open the CRM REST Builder solution, you will find the option "Predefined Query".

2. Select the option of fetch xml from the dropdown which is enabled when you click on the Predefined Query option from step 1.

3. Use the same fetch xml in the fetch xml box.

4. Create Query.

REST Builder wiill help you to create the query which will give you the desired results. !

Hope this helps everyone !!

Was this reply helpful? Yes No