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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Security role for Cust...
Customer experience | Sales, Customer Insights,...
Answered

Security role for Custom Activity entity - 'write' privilege not working

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Posted on by Greg_Adams22 10

Hi D365 Marketing Team,

I'm having issues trying to troubleshoot one of my roles for my client. 

Requirement: 

I have to create a custom activity (Approval Activities) which allows users to only approve their activities linked to 'Campaign'.

Users can see all 'Campaign' records, but only able to update their Business Unit 'Campaigns. That's working.

When an approval activity gets created for the relevant approver (for Approval Activity).

Only that approver (user) can update their records linked to 'Campaign' record.

This is my current setup and its not working. Users are able to update each others approval activities:

pastedimage1649682454996v1.png


Campaign section:
pastedimage1649682548262v2.png

What we also picking up:

If campaign owner captures the Campaign (or I assign him/her a campaign), they can edit all of the activities (even though his role is Read=Basic(User) privilege). If someone else owns the Campaign then they can't as we intend.

Please assist?

Thanks

  • Greg_Adams22 Profile Picture
    Greg_Adams22 10 on at
    RE: Security role for Custom Activity entity - 'write' privilege not working

    Hi Nya, we looked further into it. I had to change 'Type of behaviour' = Cascading and change 'Reparent' = Cascade none. This resolved this issue. Thank you so much.

  • Greg_Adams22 Profile Picture
    Greg_Adams22 10 on at
    RE: Security role for Custom Activity entity - 'write' privilege not working

    Hi Nya,

    We had no luck with your suggestion. We have users who own the Campaign record are still able to amend related activities linked to their campaign. That should not be the case.

  • Greg_Adams22 Profile Picture
    Greg_Adams22 10 on at
    RE: Security role for Custom Activity entity - 'write' privilege not working

    Hi Nya,

    I'll check this out and get back to you. Thanks and definitely will do.

    Regards

    Greg

  • Verified answer
    Nya Profile Picture
    Nya 29,058 on at
    RE: Security role for Custom Activity entity - 'write' privilege not working

    Hi,

    Please check the Relationship Behavior between the two entities.

    pastedimage1649838990728v1.png

    Here is the reference documentation about it.

    Entity relationship behavior (Developer Guide for Dynamics 365 Customer Engagement (on-premises)) | Microsoft Docs

    You can achieve your request by adjust the type of behavior.

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