Duplcate Detection Account Name

Proposed Answer Duplcate Detection Account Name

  • jueves, 26 de abril de 2012 20:25
     
     

    Hi,

    Scenario:

    I've a user that have only read priveleges on account for user level. When this user creates new accounts with the same name the duplicate detection is run. But this happens only for user owned records. How can the duplicate check be run for all accounts in the organization?


    Hans I

Todas las respuestas

  • jueves, 26 de abril de 2012 20:27
    Usuario que responde
     
     Respuesta propuesta

    Hi Hans,

    You would need to create a custom Plugin to achieve this - the duplicate detection functionality in CRM will honour the security access of the current user, otherwise it would be revealing records that they should not have access to.

    hth,

    Scott


    Scott Durow
    Read my blog: www.develop1.net/public
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  • jueves, 26 de abril de 2012 20:41
     
     

    Thnx Scott,

    Will this be possible with Microsoft Dynamics CRM Online?


    Hans I

  • jueves, 26 de abril de 2012 21:30
    Usuario que responde
     
     

    yes, plugins are supported by CRM online.

    Scott


    Scott Durow
    Read my blog: www.develop1.net/public
    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

  • jueves, 26 de abril de 2012 21:48
     
     Respuesta propuesta

    Hi Hans,

     Scott is correct , Plugin can do the Job,

     but you got to remember to Impersonate the Execution of plugin to Run as a User who has access

    to all record some one like Administrator.

    This is because By default CRM runs under the context of  of the CRMAppPool

    which uses Network Service account , if specific user is not declared at the registration then the  

    logged/ calling on user  is the impersonating user used by CRM.

    And in your case the calling user wont have permission to all the records organisation wide.

    hope this is making sense.

    hth

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  • lunes, 30 de abril de 2012 12:40
     
     

    Hi

    Did this help?

    Please make sure to mark as answer to the response that helped you get through. This will help others with similar problem identify the answer and also close this thread as resolved.

    Thanks

    Dkay