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Retrieving Users from Access team template from an entity record

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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

  • data_crusader Profile Picture
    data_crusader 10 on at
    RE: Retrieving Users from Access team template from an entity record

    Hi,

    Can we get the security roles of all the members in the access team ?

    I want to remove all users whose security role falls out of certain predefine roles list.

  • Prakhar Mathur Profile Picture
    Prakhar Mathur 60 on at
    RE: Retrieving Users from Access team template from an entity record

    Hi Rawish,

    I was able to do that using web Api as well. Please check below the steps along with snapshots.

    Hope that helps!!

  • Verified answer
    Prakhar Mathur Profile Picture
    Prakhar Mathur 60 on at
    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 !!

    Access2.PNG

    Access2.PNG

  • Prakhar Mathur Profile Picture
    Prakhar Mathur 60 on at
    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

  • Suggested answer
    Prakhar Mathur Profile Picture
    Prakhar Mathur 60 on at
    RE: Retrieving Users from Access team template from an entity record

    Thanks !

  • crm development Profile Picture
    crm development 870 on at
    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

  • Prakhar Mathur Profile Picture
    Prakhar Mathur 60 on at
    RE: Retrieving Users from Access team template from an entity record

    Thanks Anand, this query worked !!

  • Suggested answer
    Rawish Kumar Profile Picture
    Rawish Kumar 13,756 on at
    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.

  • Prakhar Mathur Profile Picture
    Prakhar Mathur 60 on at
    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.

  • Suggested answer
    Priyesh Profile Picture
    Priyesh 7,396 User Group Leader on at
    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

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