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Microsoft Dynamics CRM (Archived)

How do i filter what is seen on the web

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i created a view for entitlement on my web portal and i noticed that when someone logs in , and clicks on the entitlement tab i created it brings out all the entitlement in the portal . i want to be able to filter so only the entitlement for the account owner shows.

please anyone with a solution will be appreciated 

thanks

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  • Daniel Mendonca Profile Picture
    on at
    Hello, check the entity permissions registry
  • Suggested answer
    oliver.rodrigues Profile Picture
    4,052 on at

    you need first to mark the flag Enable Entity Permissions within your Entity List record

    finally create a new Entity Permission, select the expected entity and the relationship with the contact (the owner of the entitlement.. it can be a custom field)

    finally associate the Entity Permission with the Authenticated Web Role (within the entity permission record)

  • Community Member Profile Picture
    on at

     I have tried this its not working, I guess am missing something.

    please is there anyway you can help me out 

    I need to get this done

    like a step by step guide please or a skype call

  • Suggested answer
    oliver.rodrigues Profile Picture
    4,052 on at

    the official doc is your step by step guide: docs.microsoft.com/.../assign-entity-permissions

    can you share screenshots of your configuration? entity list + permissions?

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