Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics 365 | Integration, Dataverse...
Suggested answer

sharepoint access based on owner access of the record

(0) ShareShare
ReportReport
Posted on by

Hi,

I have sharepoint integration enable for document attachments to contacts and other entities.

I want the user to be able to access those sharepoint location/folder/files on which they have owner access of the record. For e.g. my security roles are designed such way that i can see assigned records to me only. In which i am set directly as a owner or part of owner team.

if the my user/team is set as owner on any record, then those records attachment i should be able to see only.


Thanks

  • JeffGreenrc Profile Picture
    JeffGreenrc on at
    RE: sharepoint access based on owner access of the record

    anyone please?

  • JeffGreenrc Profile Picture
    JeffGreenrc on at
    RE: sharepoint access based on owner access of the record

    Yes that is fine. but the issue is, lets say the total record in case table are 5 out of which for 2 record i am owner.

    So i can only see 2 case records in view. I open one of the case and upload document. Now when i go to document locations i see uploaded file under case record folder. I can see other cases folder on which i dont have owner access.

    i want to restrict the users to see only those folder on which he/she has owner access

  • Suggested answer
    Nya Profile Picture
    Nya 29,056 on at
    RE: sharepoint access based on owner access of the record

    Hi,

    You can refer to the following documentation to configure the permissions of your security role.

    Permissions and roles for SharePoint document management tasks - Power Platform | Microsoft Docs

    Basically, you just need the Read privileges for the following items.

    • SharePoint site
    • SharePoint Document Location

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Verified Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,419 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,492 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans