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Found 129339 threads
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0 VotesHow to edit ownership for an existing entity
I would create a new user based entity for camparison, so you can compare this with your current entity and see what needs to be changed in the xml, then delete it.Answered | 7 Replies | 5126 Views | Created by Perfectionist - Monday, April 5, 2010 6:10 AM | Last reply by RhettClinton - Monday, April 5, 2010 9:31 AM
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0 Votes
Changing the priviledge of a particular role for custom entity
Below is the URL showing how to get the role of the current logged In User .Answered | 3 Replies | 2475 Views | Created by Tushar2008 - Monday, September 3, 2012 5:25 AM | Last reply by Tushar2008 - Thursday, September 6, 2012 12:59 PM -
3 Votes
Role Privelages ,
just check , if the user is assigned more than one roles.Answered | 5 Replies | 5385 Views | Created by zachile - Thursday, October 7, 2010 10:05 AM | Last reply by yes.sudhanshu - Tuesday, October 12, 2010 5:47 PM -
5 Votes
Phone call ownership
Would I go to settings to change all of this, or create a workflow?Answered | 6 Replies | 2466 Views | Created by Tdemiranda - Friday, January 11, 2013 5:27 PM | Last reply by Adam Vero - Wednesday, January 16, 2013 2:57 PM -
1 Votes
What is the difference when the ownership is user vs organizaion for a custom entity
Especially if you may want to divide up ownership of records, so that some users can't see a record (for sales territories, etc.), then make it user..Answered | 3 Replies | 7725 Views | Created by Sandra.CRM - Friday, September 14, 2012 5:42 PM | Last reply by David L. Carr - Sunday, September 16, 2012 3:53 PM -
1 Votes
Role Changing through X++Code
Hi, I have many users and their role needs to change frequently to test, is there any way I can create job and change the ...Answered | 1 Replies | 4497 Views | Created by Umeshnath - Wednesday, November 2, 2011 12:42 AM | Last reply by Mike Kinsman - Wednesday, November 2, 2011 3:51 PM -
0 Votes
Role Changing through X++Code
i, I have many users and their role needs to change frequently to test, is there any way I can create job and change the role through X++ ...Answered | 2 Replies | 2542 Views | Created by Umeshnath - Wednesday, November 2, 2011 5:16 PM | Last reply by Umeshnath - Thursday, November 3, 2011 5:52 AM -
1 Votes
Security Role issue with records/accounts etc
If it is only 'Accounts' that you wish to allow all users to assign ownership, then you only need to enable the 'Assign' privilege for the 'Account' entity.Answered | 4 Replies | 4742 Views | Created by Geezup - Friday, November 19, 2010 5:14 AM | Last reply by pogo69 - Friday, November 19, 2010 9:20 PM -
2 Votes
Security roles issue
Using the combination of BU and Security Roles you will be able to achieve your requirement.Answered | 8 Replies | 5736 Views | Created by MSCRM Desire Support - Tuesday, March 22, 2011 5:15 PM | Last reply by Jamie Miley - Tuesday, February 14, 2012 4:32 PM -
5 Votes
XP ownership question
Where do I post a question regarding ownership of XP, or search previous posts?Answered | 5 Replies | 32819 Views | Created by palawanjon - Wednesday, January 7, 2009 5:23 PM | Last reply by Ed Price - MSFT - Tuesday, September 18, 2012 10:27 PM -
1 Votes
Change a users name
I was able to change the user's name in our Production environment.Answered | 6 Replies | 6986 Views | Created by prlgrl - Tuesday, July 7, 2009 3:20 PM | Last reply by prlgrl - Thursday, July 9, 2009 3:38 PM -
0 Votes
Automatic ownership changes - why is it so?
We upgraded to Dynamics 4.0 from 3.0 earlier this year. Very quickly we found that account records were being randomly assigned to other users within the group for no apparent reason. We were ...Answered | 1 Replies | 6108 Views | Created by Superannuation - Wednesday, November 18, 2009 6:10 AM | Last reply by darrenliu - Wednesday, November 18, 2009 2:20 PM -
0 Votes
Change User's Business unit - trigger plugin to reapply security roles
What we have been trying to do is prevent this wiping off, by writing a plugin that trigger on BU change for User.Answered | 1 Replies | 1167 Views | Created by yogeshfd - Thursday, May 15, 2014 6:30 PM | Last reply by Payman Biukaghazadeh - Friday, May 16, 2014 8:07 AM -
1 Votes
Setting Role rights For a form
Hi vidya, After assigning a role using assign security role option.Answered | 7 Replies | 1547 Views | Created by mc.gem - Wednesday, May 8, 2013 6:44 AM | Last reply by VidhiyaM - Wednesday, May 8, 2013 12:29 PM -
0 Votes
Change Field Requirement Based on User Role
Check following urls: http://jianwang.blogspot.com/2008/01/crm-40-check-current-users-security.html - will show you how to check user roles.Answered | 1 Replies | 5024 Views | Created by Bob Haverty - Friday, January 29, 2010 3:53 PM | Last reply by Andrii Butenko - Friday, January 29, 2010 3:57 PM -
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Create User and change Business Unit role only in CRM
We needed a custom role which has the capability to do the following tasks: 1) Create User 2) Assign Roles to the User 3) ...Answered | 2 Replies | 3886 Views | Created by Kushoon - Friday, April 13, 2012 1:42 PM | Last reply by Michael D. Mayo - Friday, April 13, 2012 9:48 PM -
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MS CRM 4.0 - Not able to change the Business Unit for existing user
Hi, When you change the Business Unit, the roles will also be removed.Answered | 13 Replies | 9414 Views | Created by Abhi D - Tuesday, June 14, 2011 1:02 PM | Last reply by Abhi D - Tuesday, September 20, 2011 1:45 PM -
5 Votes
Role customization on custom entity
For system entities, most are user-owned but Product is an example of an organization-owned entity which means that you can't apply business unit level security to products: a security ...Answered | 8 Replies | 3718 Views | Created by Harsh P Ajgaonkar - Wednesday, January 18, 2012 8:49 AM | Last reply by Harsh P Ajgaonkar - Thursday, January 19, 2012 7:47 AM -
2 Votes
Role based view and dashboard?
You're right Thomas, the information is misleading because there are no role-based views.Answered | 7 Replies | 7559 Views | Created by Thomas Bråhn - Thursday, September 22, 2011 11:41 AM | Last reply by Anne Stanton - Thursday, September 29, 2011 8:07 PM -
0 Votes
change ownership of custom entity in crm 4 workflow
How do i change the owner of custom entity in a crm 4 workflow?Answered | 2 Replies | 7832 Views | Created by T Bonz - Thursday, June 11, 2009 8:34 PM | Last reply by T Bonz - Thursday, June 11, 2009 8:44 PM
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