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CRM 2011 - Setting Append To Permission in two different scenario RRS feed

  • Question

  • Hi

    I am having a Parent entity Account which is used in Two different child entities, Opportunity and Lead. 

    Both Opportunity and Lead  form is having Account Lookup on it.

    I wanted to configure following.

    1. On Opportunity entity User should able to Append only User Owned Accounts.

    2. On Lead entity User should able to Append only Accounts from his/her Business Unit.

    I am finding difficult to achieve this via Security Role. 

    Has anybody done similar configuration?

    Thanks


    MaKeer | myencounterwithcrm.wordpress.com | CRM2011 User Settings Utility | CRM2011 Lookup Preview
    Monday, October 17, 2011 7:39 AM

Answers

  • It's not possible through security roles, As "Append To" permission can't defined based on the append entities. It can be  user owned or businessunit or organization level ..

    The only way to achieve this is assign set the "Append To" permission on account entity to "Business Unit".

    And on opportunity check the ownerid  of the account, if it is not same as loggedin user, display an message and  you should do is use filtered lookup on opportunity entity, filtered by loggedin user. or change the default view of the account lookup to my active account or something like that.

    I hope this helps.

     


    Amreek Singh Senior CRM Consultant CDC Praxa Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com
    Monday, October 17, 2011 12:09 PM