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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / [Portal] Combining ent...
Microsoft Dynamics CRM (Archived)

[Portal] Combining entity permissions

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Posted on by Arvin Maryami 5
  • I have a custom entity 'X'
  • Entity X has a M:M relationship to account entity
  • I have a WebRole "Show Related X records"

GOAL

I as a portal user should be able to see a entity X record in a lookup only if both conditions below are true:

  1. My parent account is connected to Entity X record.
  2. I as a contact have the WebRole "Show Related X records" assigned to me.

Is this possible with entity permissions only? I would essentially be using two entity permissions, one to check if my parent account is related to a entity X record, and another one connected to my web role. 

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  • Verified answer
    Nicholas Hayduk Profile Picture
    Nicholas Hayduk 2,863 on at

    Yes, this is exactly what entity permissions are designed for - they allow you to secure records based on how they are related to the logged in contact.

    In your case, you only need a single entity permission, because the "scope" concept includes account scope:

    docs.microsoft.com/.../assign-entity-permissions

    So create an entity permission with account scope and select the relationship between account and Entity X.  Then relate that Entity Permission to the appropriate web roles, and you should get what you want.

    Hope that helps.

    Nick

  • Arvin Maryami Profile Picture
    Arvin Maryami 5 on at

    Thank you for your reply Nick.

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