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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Are the Case Access Pe...
Microsoft Dynamics CRM (Archived)

Are the Case Access Permissions available within ADX Studio Online?

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Posted on by Lomax81 15

We recently provisioned the Customer Self-Service Portal (version 8.x) for a client which will be used to allow their customers to create and manage Support Tickets.  We have a requirement whereby a contact in a parent account must have read access to cases created by other contacts in sub-accounts.  We understood this could be achieved through the use of Case Access Permissions, but this entity type has not been deployed as part of the template.

Please advise if the above requirement can be fulfilled in this way or if we should be using an alternate method.

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Are the Case Access Permissions available within ADX Studio Online?

    Hi Shan.

    Apologies for hijacking this thread but I wonder can you point me in the right direction on something I am attempting to do with providing contacts access to cases where the customer is an account other than their own parent account?

    We used to be able to do this using Case Access Permissions but are struggling to get this to work using Entity permissions on the Microsoft hosted version 8.

    Out-of-the-box in the Customer Self Service portal there are 2 Entity Permission records defined which give contacts access to cases where the customer is either the contact themselves or their parent account.

    This is fine but what if we also want to give a certain contact access to cases where the customer is Account X. How can we define this using Entity Permissions?

    We have tried a few approaches but haven't been able to get it to work.

    Am I missing some obvious way of doing this or is not possible?

    Thanks

  • Verified answer
    Shan McArthur Profile Picture
    Shan McArthur on at
    RE: Are the Case Access Permissions available within ADX Studio Online?

    Case access permissions have been replaced with a stronger and more generic mechanism. Use entity permissions instead.

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