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Microsoft Dynamics CRM (Archived)

CRM Security - Explicit access to parent record / implicit access to related records only

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Posted on by 85

Hello everyone,

I'm curious what are the options to achieve something like this:

Let's say I have users who are only supposed to see records they are 'invited' to. Let's say its the Case entity. I have an access team setup where people who wouldn't be able to see the Case can see the case. The Case has many related entities, and my approach so far has been giving the invited user user-level read/write access to their own child records. But say there were two records associated to the case from the same entity -- one the invited user owns, and another they don't own. Is there a way to have all the invited users on the specific Case have read/write on all instances of related entity records associated with the Case only without explicitly sharing them to every child entity record?

Thank you for being so helpful.

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