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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / how to add role base r...
Customer experience | Sales, Customer Insights,...
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how to add role base restriction to views in Dynamics 365 marketing

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Posted on by Community Member

Hi 

We have two different clients using D365 marking for sending out marketing emails. 

I created two apps (AppA and appB) based on D365 marketing for those clients. However, Client A used AppA to create customer journeys, marketing emails, segments for their needs.  when client B tries to create customer journeys, marketing emails, and segments using AppB. The client B can see all the customer journey, marketing emails, and segments created by Client A.

How I can display the customer journeys, marketing emails and segments only belongs to Client B or Client A.

Thank you,

Siva

I have the same question (0)
  • Verified answer
    cloflyMao Profile Picture
    cloflyMao 25,210 on at

    Hi Siva,

    You could refer to following two approach:

    Simple way:

    Add Client A and Client B to different business units,(those two BUs should be at same level.) then set Read Privilege on Customer Journey, Marketing Email and Segment of Client A and Client B's security roles to BU level.  

    https://www.azamba.com/2018/04/26/how-to-restrict-records-by-business-unit-in-microsoft-dynamics-365-for-sales-crm/

    Pros: Records that what Client A and Client B can see will be totally restricted, they can't find records which belong to other clients even with Advanced Find.

    Cons: They need to be added to different BUs.

    Complex way:

    Register a plugin within the PreOperation stage of RetrieveMultiple request, pass custom filters to the view.

    (RetrieveMultiple: It will trigger every time Dynamics loads any grids: views and subgrids.)

    In the plugin, check name of the current user, if current user is Client A, then adding a filter " owner eq 'Client A' " to query of context to only show records which belong to client A.

    https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/org-service/samples/modify-query-preoperation-stage

    https://medium.com/@chirag.kanzariya/uci-dynamics-crm-how-to-use-retrievemultiple-plugin-to-pass-custom-code-in-subgrid-f64c99f329ce

    Pros: Client A and Client B can be in the same business unit.

    Cons: Writing code is required.

    Regards,

    Clofly

  • Community Member Profile Picture
    Community Member on at

    Thanks a lot Clofly,

    I followed the simple way using this URL. it is working now.

    www.azamba.com/.../

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