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Microsoft Dynamics CRM (Archived)

Grant access to Child Record Only

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Posted on by 110

Hi Guys,


I am struggling with a security requirement. I need to give access to a child record of Contacts, but not the parent Contact record

I have two custom entities:

Entity 1 has a 1:N relationship with Entity 2

Entity 2 has a N:1 relationship with Contacts 

My security model is as follows:

BU 1

BU 2

Security Role has BU only access to Entity 1, 2 and contacts

I need to give access users in BU 1 access to Entity 2 records owned by BU 2. The associated Contacts are owned by BU2.

I cannot give access to the contact records of BU2.

 
The problem is that they cannot see Entity 2 records that are associated with contacts outside of their own BU.

I hope this makes sense and someone can help.

*This post is locked for comments

I have the same question (0)
  • Charles Abi Khirs Profile Picture
    3,569 on at

    Hello,

    If you search for Entity2 Records using Advanced Find, they will be displayed or not?

  • David Jennaway Profile Picture
    14,065 on at

    If the want users in BU1 to access Entity2 records that are owned by BU2 users, then you can either

    • Grant the BU1 users a higher level of access on Entity2 records (either organisation level, or parent-child BU level if BU2 is a child of BU1)
    • Share the Entity2 records with BU1 users (or an access team that contains the BU1 users)
  • Dynamics365 Rocker Profile Picture
    7,755 on at

    In your case,

    Access team feature will be best fit.

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