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Duplicate Detection with Restricted User Roles

Answered Duplicate Detection with Restricted User Roles

  • Wednesday, March 21, 2012 12:43 AM
     
     
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    Hi,

    Our
    Dynamics CRM v4 is restricted, via Security Roles, in a way that users can only
    view records they own. The problem we are having is that users can now enter
    duplicates without being notified. I believe this is because they do not have
    permissions to view all the records in that particular entities database.

    Is there a
    way a user can be notified when they create a duplicate record with our current
    setup?

    Or

    Is there a way we can hide or restrict them from viewing anything
    except for the Account Name in the Account entity? Hide Primary Contact mainly.

    Thanks!

     

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  • Wednesday, March 21, 2012 2:54 AM
     
     
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    The approch that we have taken to this issue is to present the user with an SSRS report imbedded into the account creation form which shows potential duplicate records based off of key fields they have entered like the name, phone number, and address. The report uses a data source that has access to full CRM database but only shows a couple select fields on the report.

    In CRM 4.0 there is no field-level security built in. You can setup form scripts to hide certain fields based on Security Roles, but this wont prevent them from seeing those fields through other means like an advanced find.

     
  • Wednesday, March 21, 2012 9:08 AM
     
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    Hi

    We wrote a custom code to achieve this. You have a two options

    1. You can write a plugin on precreate event and throw an error using InvalidPluginExecutionException with the message you would like.
    2. If your duplicate detection is simple, you may be able to write javascript on onchange event of the field.

    I hope this helps.

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Amreek Singh Senior CRM Consultant CDC Praxa Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com

    • Proposed As Answer by Amreek Singh Wednesday, March 21, 2012 9:08 AM
    • Marked As Answer by P Dub Thursday, March 29, 2012 4:16 AM
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  • Thursday, March 29, 2012 4:16 AM
     
     
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    We took your advice and wrote some javascript in the Acocunt form that onchange pops up a window with similar named accounts.

    Works great!

    Thanks!


    • Edited by P Dub Thursday, March 29, 2012 4:17 AM
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