Microsoft Dynamics CRM Online 2011 plugin failed for user in another Business Unit RRS feed

  • Question

  • Hi,

    I have successfully registered plugin in CRM Online 2011.

    With the user A credential supplied during plugin registration, the plugin execute successfully in the CRM application.

    However, I have created another Business Unit B with user B. Business Unit B is under Business Unit user A.
    User B did the same thing, but the plugin doesn't work for her. What can be wrong? I would have thought plugin is organization level based?

    The plugin is generating auto numbering when a Contact is created. Thus user B is not able to create any Contact.

    There is a need for different Business Unit as more Business Units will be created to cater for the needs that each BU can only view each other records, but cannot edit.

    Anyone can help to tell me what I need to do?

    Thank you!

    Tuesday, February 14, 2012 6:01 AM

All replies

  • You can control whether the plugin code runs in the context of the user who's actions caused the plugin to fire, or under a system user, or a designated user. see http://msdn.microsoft.com/en-us/library/gg309416.aspx

    Whichever user context the code runs under will need permissions to do the CRM actions performed by the plugin code

    Microsoft CRM MVP - http://mscrmuk.blogspot.com  http://www.excitation.co.uk

    Tuesday, February 14, 2012 9:03 AM
  • this applies to CRM Online as well? in the authentication, I did entered the organization name, username and password --> meaning to say only this user is allowed to execute the plugin?

    Tuesday, February 14, 2012 1:49 PM
  • The impersonation options are the same for Crm Online as On-Premise. The credentials that you entered when registering the plugin are irrelevant - those are solely used to register the plugin.

    The plugin will execute for actions done by any user. The main issue is to ensure that the actions taken by the code are done by a user that has permission to perform these actions

    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    Tuesday, February 14, 2012 3:22 PM
  • How are you implementing auto-numbering?  Are you using a custom entity to track the next number to assign?  Does the user have read/write permissions to that entity @ the Organization level (assuming the entity is set to User Owned vs Organization Owned)


    Jeremy Winchell
    Visit the Avtex Blog

    Thursday, February 16, 2012 12:37 AM
  • thank you Jeremy.. how can I made such mistake??!! thanks..
    Monday, February 20, 2012 4:44 AM