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How to Team Entity Lookup Field On Change to Set Grant Permission Privilege

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Posted on by Vijay123

Hello All ,

I have create one lookup field in Order Entity and lookup field is Team (lookup entity is Team).

I am trying to Team lookup field on change to set Grant Permission Privilege for selected Team lookup field like Create Or Update Or Read.

Please help me its possible to JavaScript.

Many Thanks......

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Community Member on at

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Hi Vijay123,

Permissions like Create Or Update Or Read for one entity are included in one security role, and Team has one N:N relationship with Security Role.

So you can set correct permission for the entity in one security role, and associate the role with the team through web api.

// NOTE: Associate Request in Xrm.WebApi supports multiple children, you can add them inside the relatedEntities array var associateRequest = { target: { entityType: "team", id: "" }, relatedEntities: [ { entityType: "role", id: "" } ], relationship: "teamroles_association", getMetadata: function () { return { boundParameter: null, parameterTypes: {}, operationType: 2, operationName: "Associate" }; } }; Xrm.WebApi.online.execute(associateRequest).then( function success(response) { if (response.ok) { console.log("Success"); } } ).catch(function (error) { console.log(error.message); });

For the id of the security role, it is static, you can get it in the url.

For the id of the team, you can get it in the lookup field(Team) through following code:

var formContext = executionContext.getFormContext();
// Getting the value of Case Owner
var Team = formContext.getAttribute(“teamlogicname”).getValue();
// Getting the GUID of the lookup record
var Teamid = Team[0.id;

You can build api easily through Dataverse REST Builder:

New tool: Dataverse REST Builder ~ CRM Answers

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Bipin D365 28,985 Moderator on at

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Hi,

I think your requirement is to share Order Record with Team.

You can execute GrantAccess Action from Javascript to share Order record with selected Team in lookup.

docs.microsoft.com/.../sample-share-records-using-grantaccess-modifyaccess-revokeaccess-messages

docs.microsoft.com/.../grantaccess

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/

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Vijay123 5 on at

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Hello ,

Thank you so much for give me the solution and sorry for late response because i am not available last few days.

Another One question its possible to set Grant Permission Privilege for selected Team lookup and Team is Associated with Owner.

Because i am trying to solve Grant Permission based on Owner and Owner is in Team.

For Example ABC is Owner and ABC Owner is in XYZ Team.

Please Help me and Thanks once again........

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Vijay123 5 on at

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Hello Leah Ju,

I am try this and also get the error.

Code :

function OnChangeTeamPrivillage(executionContext) {

debugger;

var formContext = executionContext.getFormContext();

// Getting the value of Case Owner

var Team = formContext.getAttribute("emp_team").getValue();

// Getting the GUID of the lookup record

var Teamid = Team[0].id;

// NOTE: Associate Request in Xrm.WebApi supports multiple children, you can add them inside the relatedEntities array

var associateRequest = {

target: { entityType: "team", id: Teamid },

relatedEntities: [

{ entityType: "role", id: "9ce12383-6a39-4252-9a02-e44b378bba15" }

],

relationship: "teamroles_association",

getMetadata: function () { return { boundParameter: null, parameterTypes: {}, operationType: 2, operationName: "Associate" }; }

};

Xrm.WebApi.online.execute(associateRequest).then(

function success(response) {

if (response.ok) {

console.log("Success");

alert("Success...");

}

}

).catch(function (error) {

console.log(error.message);

alert(error.message);

});

}

i am check the this code in debug and not in success it is jump in alert(error.message).

Please help me and let you know i am also trying to Privilege Access from User and user in any Team and Team has a Some Security Role.

For Example : ABC is Owner and ABC Owner is in XYZ Team and XYZ team has a Some Role(Ex. Test Role).

So, If i am Update or Create Order Entity Record at that time ABC owner has no Privilege Access for create and Update.

Thank you so much Leah Ja and Please help me.

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