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
Thanks a lot Clofly,
I followed the simple way using this URL. it is working now.
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.
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.
Pros: Client A and Client B can be in the same business unit.
Cons: Writing code is required.
Regards,
Clofly
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