Configuring Security Roles for Notes differently for different Parent Entity RRS feed

  • Question

  • Hi,

    I have requirement where Notes on Entity "A" needs Global permissions where as Notes on Entity "B" should only have Basic (owner only) permissions.

    I am planning to add RetrieveMultiple Plug-in to filter Notes based on Parent Entity, but it does not take care of "Sharing" scenario. Obviously having plug-in is custom coding which I wanted to avoid, so wanted to check with experts here if there is simple way to get this functionality without much of custom coding?



    makeer | myencounterwithcrm.wordpress.com
    Wednesday, September 7, 2011 6:30 PM

All replies

  • One possible option would be to set the permissions on the Note entity to the owner only permissions, then use a workflow to share notes with other users if they relate to Entity A. I'm fairly sure there are examples available of custom workflow activities that can be used to share records.

    This should involve minimal or no custom code, however there are a few considerations:

    • As it would involve a custom workflow activity, it would only work on premise, and not CRM online
    • If you have a lot of notes, then you can end up with a lot of recrods sotring the sharing information in the PrincipalObjectAccess table, which could introduce a performance overhead


    Microsoft CRM MVP - http://mscrmuk.blogspot.com  http://www.excitation.co.uk
    Thursday, September 8, 2011 4:01 PM
  • I cannot set "Local" permission on the Note entity, because it will restrict users from seeing Notes which are not owned by them on other Entities.

    Thats the reason I was thinking of setting "Global" permission on Notes and then put filter on Notes in Pre-Operation plug-in based on Parent Entity of Notes. Till now this can be done without much of complexity. But if Parent entity is shared I wanted to shared Notes as well which makes it little complicated to implement in Plug-in.


    makeer | myencounterwithcrm.wordpress.com
    Thursday, September 8, 2011 4:42 PM
  • I am trying to find a CRM SDK message which will return me whether for give entity record is shared with given User or not.

    Has anybody used such message in CRM 2011?

    makeer | myencounterwithcrm.wordpress.com
    Friday, September 9, 2011 2:22 AM