You’re offline. This is a read only version of the page.
105
Hello all,
I'm working on setting up what was asked for as a checkbox list on the main account form in Dynamics CRM Online (v 8.2). I realize there is a control available in version 9 that does what I want, but it's not an option for a few months, and the director I'm making this change for needs the change in the next week.
I created an entity called Partner Specializations which only has the one relevant field that is the description/name of the specialization. I manually added the list of possible values. I created the relationship to accounts, and and used logic instead of instructions to choose that...
Coming from a developer background where I designed and implemented the database, this seems like a many-to-many relationship. The specializations are essentially a lookup table, and there would be a relationship table in between the two, so that an account could have multiple specializations, and so each specialization could be had by any number of accounts.
Given that set up, I added a sub-grid to the account main form, and it had the grid header, label, and the little plus sign for adding a specialization. If I clicked the plus sign, I got a little text box and the search icon. Clicking on the search icon I got the list of specialties. I could then select one, and it would associate the specialty to the account. Yay! I thought it was working.
So, I asked the director to take a look at it, and she said she couldn't do what I described. With a shared screen, I could see that the plus sign is in fact missing for her. I tried looking for some setting on the control that might limit adding the relationship to administrators, but couldn't find that. I tried searches for an answer but couldn't find one. I also tried setting up the director as an admin (instead of read-write) in the sandbox to see if it was a permissions issue (which it might still be), and it just made it so she couldn't search for anything... I probably did something wrong, but it in any case, it didn't allow her to see the plus-sign.
I've shared my screen to show her what it looks like at least, but if I deploy to production, will users be able to select specialties for a given account from the list? How do I set this up correctly?
*This post is locked for comments
Navigate to Settings -> Security and go to Security Roles.
For each role that you need to implement this for, modify the security roles for that entity.
Each entity has the following roles: Read, Create, Update, Delete, Append, Append To. You also have Assign and Share privilege for User owned entities.
Hope this helps.
I feel silly asking... but: how do I modify privileges for entities? I'm not seeing an obvious option. I tried looking at the entity properties; the relationship properties, from both the account and the custom entity; and the view (in case privileges were set there).
There are several multiselect optionsets that are available for non-v9 versions. One is by sonoma partners (which you will have to find, as sonoma has merged with another company). Here is a link to one of the other options:
github.com/.../Advanced-MultiSelect-for-Dynamics
You still need to create a N-N relationship between your entities to get this working, but I think it is better than reinventing the wheel. If the link above doesn't work, you can download the Sonoma Partners Multiselect here:
1drv.ms/.../s!AnAwYwIEEeVEhYNJPIxjkEueZbz3dw
Hope this helps.
Hi Kevin,
Can you confirm that you have de "Append" privilege for that entity N:N on the role that is assigned to the user?
On the Account entity confirm that the user also has the "Append To" privilege.
Other than the "Create" privilege, the "Append" and "AppendTo" is required to relate both records.
Please check security roles for new entity
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,253
Super User 2024 Season 2
#2
Martin Dráb
230,188
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (