Sign in

Microsoft.com

Microsoft

Remove From My Forums

Restrict On Selected Records by Field.

Question
0

Sign in to vote

Hi, I've created a boolean field in Account entity called Sync. The field define if the record has updated from the external source yet or not. If it is set to true, then the record will be updated from external source daily.
I imported 1 million records from external source and their Sync field is set to false. I want to put a restriction so that any time user query for Account record anywhere in CRM via fetchxml, lookup fields, advance find etc, it will not return any records which Sync field is false. User will only get the records which Sync field is set to true.

I can accomplish by assigning all these records initially to some team which only system admin has privileges. But looking for what is the best solution could be.

thanks

MD

Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your question.

Thursday, July 10, 2014 9:33 PM

Answers

0

Sign in to vote
you can write a plugin attached to the RetrieveMultiple message, it will check if the records have sync equals to true, if not they are removed from the result.
My blog: www.crmanswers.net - Rockstar 365 Profile
- Marked as answer by Litonn Thursday, July 10, 2014 10:56 PM
Thursday, July 10, 2014 10:36 PM

All replies

0

Sign in to vote
you can write a plugin attached to the RetrieveMultiple message, it will check if the records have sync equals to true, if not they are removed from the result.
My blog: www.crmanswers.net - Rockstar 365 Profile
- Marked as answer by Litonn Thursday, July 10, 2014 10:56 PM
Thursday, July 10, 2014 10:36 PM
0

Sign in to vote

this is exactly what I was looking for.

thanks
Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your question.

Thursday, July 10, 2014 10:56 PM