CRM relationship - access RRS feed

  • Question

  • Hi,

    We have a 1-to-many relationship in place between Opportunity and a custom entity called Sample, so that sample requests can be raised against opportunities.

    I have now established the same relationship between Lead and Sample so that samples can be raised also for Leads - but I want to limit the use of this in order that only a certain business unit can use the sample from the Lead. While the Sample for Opportunities must remain available to everyone. 

    Is it possible to do it?  In a not too complicated way...as I am a new starter as a system administrator for CRM....


    Wednesday, August 31, 2011 12:39 PM


  • You can't do that. You have  permission on entities not on individual relationship.

    In one scenario if you take away "append to" permissions from lead entity it can work. But you will be unable to create any child record for the leads.

    Here is the link to undestand the append and append to in crm 4.0


    One thing will work is javascript. create a javascript to retrieve the business unit of the user if business unit is good let them create  the sample entity otherwise display a message.


    I hope this help.


    Amreek singh Senior CRM Consultant CDC Praxa Sydney,Australia http://mscrmshop.blogspot.com/
    Wednesday, August 31, 2011 2:32 PM