Need to give permission to the user who selected in a Record's User Look UP Field

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Hi,

The owning user for the record only have the edit/assign permission to that record. I need to give edit/assign permission to the user who has selected in User Look Up field. Initially he doesn't have those rights.

Thanks,

Manikandan.

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Pawar Pravin 5,237 on at

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Hi Manikandan,

Please look into this blog once, it could be helpful for you.

debajmecrm.com/.../dynamics-crm-programatically-assign-privilege-to-security-role-for-an-entity-in-mscrm

Regards,

Pravin

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Shahbaaz Ansari 6,211 on at

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Hi Manikandan,

You can achieve it by plugin, Lets say You have User A, which you selected in Lookup for a record, when you save that record, create a plugin which will be on Create Message, Async method on your entity.

Note : You need to created a new security role which will be having edit/assign security access on that entity, pass the user id which you will get from context and security role id, that you can get by using QueryExpression or for testing you can pass static guid which you can get from URL when you open that security role.

Below is the code,

AssociateRequest ar = new AssociateRequest();

ar.RelatedEntities = new EntityReferenceCollection();

ar.RelatedEntities.Add(new EntityReference("systemuser", newuserid));

ar.Relationship = new Relationship("systemuserroles_association");

ar.Target = new EntityReference("role", roleid);

service.Execute(ar);

Refer : ashwaniashwin.wordpress.com/.../plugin-code-to-assign-roles-to-users-in-microsoft-dynamics-crm-2011

If you find it helpful, Please mark as Verified.

Best Regards,

Shahbaaz

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Community Member on at

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Hi Shahbaaz Ansari,

If i assign security role to the user he can edit/assign all records belongs to the entity not only the particular record right?

I want him to edit/assign that only record instead of all other records. is that possible?

Thanks,

Mani.

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Alex Fun Wei Jie 33,628 on at

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Hi ,

if the security role is working based on the privilege is given. So, it is entity based instead of record based.

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Shahbaaz Ansari 6,211 on at

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Yes that is true, that will be for entity not record based.

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Community Member on at

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I want that role assigned user to edit/assign that only record instead of all other records. is that possible?

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Alex Fun Wei Jie 33,628 on at

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Hi,

use access team or record shared feature if the user lookup is not owner field.

Access team

msdn.microsoft.com/.../dn932132.aspx

Share record

msdn.microsoft.com/.../hh547423.aspx

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Community Member on at

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Thanks Wei Jie Fun!!

I have done this with "Share" feature using "Custom Workflow".

Shahbaaz Ansari ,Pravin and Wei Jie Fun thanks for your Answers.

Thanks Again!!

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