Hi,
I am a nubby in CRM and have just setup a new solution for use. We will try to find out if we can us CRM 2016 as a helpdesk system. I working on this with the case entity. I have now a problem to figure out what permission (Security role) I can give my user for them to only see there own cases. Is there a tool that can help to find right permission for a user?
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You need to understand the basics of security role first. Refer this:
crmbook.powerobjects.com/.../security-roles
http://www.dummies.com/software/crm-software/understanding-access-levels-and-roles-in-microsoft-crm/
I worked fine to use xrmtoolbox to see users permission. Do you know if we can use that to find right permission under Sercurity role. Is there any page there I can find out what every entity gives the user. I am now thinking for Security role. There are so many of them.
Thank you. I am going to test that.
Hi,
The Xrm Tool Box has an access checker that would help in this situation.
The way security works in CRM when querying data is that you do get an exception if the user attempts to perform a select on an entity that they have no read rights at all for. But, if the use has rights to view only records that they own, they'll get an empty result set if they attempt to query records they don't own. I'm guessing that's what's going on here, is that they're attempting to query data that the have read rights for, but not at the Organization level, or whatever the exact level that they need.
http://xrmtoolbox.codeplex.com/
For more information about security roles, refer the link below.
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