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Custom Entity RRS feed

  • Question

  • I want to create a custom entity called" Credit Note" this will be used by our credit department to add notes for collection issues. I want my custom entity to be seen only by credit personal and not all users. The credit notes will be tied to the Accounts only.

    Can someone tell me how I can do this or does someone have a better way for me to keep the credit information hidden from users without limiting them to Account or Contact information.  

    Friday, August 21, 2009 7:35 PM

Answers

All replies

  • Hi
    First create your custom entity.
    Go to Customization ==> Administration ==> Security Roles ==> Click Create a new role let say "Credit Personal Role"
    Here go to the Custom Entities Tab and  here against your custom entity "Credit Note" assign read, create or whatever permissions you want for the role. (Assign User Level Permission)
    After this add all the users who you need to have access to "Credit Note" to this security role.
    Make sure all other system roles have no access (None) to this custom entity.

    you can read more about security roles from here
    http://technet.microsoft.com/en-us/library/ms955698.aspx

    http://www.dummies.com/how-to/content/understanding-access-levels-and-roles-in-microsoft.html

    regards,
    • Proposed as answer by Muhammad Ali Khan Friday, August 21, 2009 8:35 PM
    • Marked as answer by j_ttc Friday, October 30, 2009 5:20 PM
    Friday, August 21, 2009 7:45 PM
  • Thank you that is great information!!

    Can you help me with the Entity ...I'm having issues tying this to an Account I want to put the Account name into the main form but can't seem to master it yet.

    Thanks
    Friday, August 21, 2009 7:51 PM
  • You have to create a realtionship between your custom entity and the account. It can be 1:N, N:1 or N:N depending on your need.
    After you create the relationship. open your custom entity, go to the customization form and add the relationship attribute (relationship attribute with account) on the form. This will add a lookp attribute to the "Credit Entity" form. This lookup will show the account name on the "Credit Entity" form.

    here are some articles that may help you.
    This article will help you understand relationshp between entities and how to add the lookup attribute on form.
    http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/addlookup.aspx

    http://crmintherealworld.blogspot.com/2009/02/creating-sub-lookup-in-microsoft-crm-40.html
    • Proposed as answer by Muhammad Ali Khan Saturday, August 22, 2009 8:43 AM
    • Marked as answer by j_ttc Friday, October 30, 2009 5:20 PM
    Friday, August 21, 2009 7:57 PM
  • Thanks that was perfect !!!!!
    • Marked as answer by j_ttc Friday, August 21, 2009 8:32 PM
    Friday, August 21, 2009 8:32 PM