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Service | Customer Service, Contact Center, Fie...
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Restrict a Case record for a specific user based on a custom Contact lookup field

Posted on by 250

Hi Team,

I have a unique requirement to hide a case record when the case is regarding a Case Analyst (User). Otherwise, the same Case Analyst should see all other cases except the cases created against that Case Analyst.

Example: In our implementation, we created all organization employees as contacts, including Case Agent. When a Case record creates, Case Agent sets Contact as Requester (renamed Customer field on Case record). But, when someone creates a Case against a Case Analyst, the requester populates an "Ofender " field (contact lookup) on the Case record. In this scenario, Case Agent should not see that particular Case record when he/she opens the Cases in Dynamics 365 Customer service app. 

I know I can't use the security role and Business Unit to restrict a specific Case record. I am considering registering a RetrieveMultip plugin on the Case/Incident entity, but this will create a performance issue. Is there any option other than writing a RetrieveMultiple plugin?

Thank you!

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