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Set Case Access for all contacts RRS feed

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    I am setting up a Customer Portal, so our customers can submit issues they have with their site. Customers need to be able to log in and submit a case. But the problem is I need to set the Case Access for every contact. As we have a lot of contacts that are going to use the portal, we want to give them all the same access and want to be able to edit this centraly. Is it possible to set the Case Access in bulk for multiple users?

    To make my question more clear: We have Users, employees of our company and Contacts, customers of our company. We want to give our Costumers access to our portal, so they can submit an issue via a from that we already created.


    Monday, February 27, 2012 1:49 PM

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    Hi Thomas,

    Because the case access entity is a child of contact, you could create a workflow that creates this record and populates it dynamically with the contact, account, access permissions etc. You could then run this workflow against 250 contacts at a time. You may also wish to set the workflow to run on create (or some other trigger) going forward so your contacts automatically get their case access record created.

    Rob

    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd Microsoft Community Contributor Award 2011

    • Marked as answer by ThomasBogaard Friday, March 2, 2012 2:10 PM
    Tuesday, February 28, 2012 10:18 PM