Item based security within Objects basened on custom assignment RRS feed

  • Question

  • Hi,

    I am quite new to MS Dynamics CRM and currently look for a way to replicate a security model which was in place in a custom old application which needs to be brought over into the new world.


    We are using the accounts object of CRM and have added some custom fields to it - one of which relevant to this question is "relationship" which can refer to null, one or many parents within accouns so we can basically maintain a group structure of a company e. g.

    VW AG

    Audi AG       Porsche AG

    Audi Financial Services GmbH

    I need know to bring the CRM into a position to be able to assign permissions so that e. g.

    1) User A can only access VW AG and Audi Financial Services GmbH  (explicit permissioning per item)

    2) User B gets access to the VW AG and all its sibblings also when in the future new sibblings are added

    3) User C gets access to Audi AG and all its sibblings also when in the future new sibblings are added (only downstream - not upsteam)

    This access is preferable maintained within a secured area of the CRM were a small goup can assign users (or groups of users) to either single accounts (1) or to a full (sub-) structure (2&3). The security model will also have to make sure that onle this users can access associated objects (e. g. contacts, tasks) which are assigned to this accounts.

    Can someone maybe point me to a good howto were a implementation like this is described or provide other hints were I can find information on how to implement this? My googeling and binging didn't really bring up helpful content - but hopefully I was just using the wrong keywords.


    Monday, February 1, 2016 12:00 AM

All replies

  • Hi,

    Please use the access teams. Please go through the below links.




    Thanks & Regards, MS CRM Consultant, V.Surya. My Blog: http://inventcrm.wordpress.com/

    Wednesday, February 3, 2016 6:31 AM