No announcements
Found 335918 threads
-
0 VotesCRM 2011 - Setting Append To Permission in two different scenario
It's not possible through security roles, As "Append To" permission can't defined based on the append entities.Answered | 1 Replies | 3720 Views | Created by Makarand Keer - Monday, October 17, 2011 7:39 AM | Last reply by Amreek Singh - Monday, October 17, 2011 12:09 PM
-
0 Votes
Quote Product - How to change Security Roles
However, if you want some users to be able to delete a quote product but not a quote, then you'd have to consider some custom extensions.Answered | 4 Replies | 6045 Views | Created by DavidtMoore - Wednesday, May 4, 2011 10:14 PM | Last reply by Donna Edwards - Monday, May 16, 2011 12:19 PM -
0 Votes
Security roles settings
Hi, The difference is as the privileges say.Answered | 2 Replies | 5370 Views | Created by g8dnitez - Friday, August 27, 2010 4:37 AM | Last reply by yes.sudhanshu - Tuesday, September 21, 2010 1:30 PM -
3 Votes
Master Quotes
We would just need to take care in setting owner to the Master Quotes, and assuring the sales reps have enough permissions to find/select the Master Quote and ...Answered | 3 Replies | 6280 Views | Created by Shoe47 - Friday, February 19, 2010 5:13 PM | Last reply by TB_38018 - Monday, April 5, 2010 9:43 PM -
0 Votes
custom entities and security roles
You can secure these new entities in the same manner as other Microsoft Dynamics CRM entities.Answered | 1 Replies | 4997 Views | Created by mardukes - Wednesday, May 19, 2010 4:17 PM | Last reply by Muhammad Ali Khan - Wednesday, May 19, 2010 4:25 PM -
3 Votes
Security Roles and Permissions question
If an entity has organization ownership, then you only have one security option -- all or nothing.Answered | 4 Replies | 7281 Views | Created by Vivek Joshi - Friday, April 2, 2010 7:38 PM | Last reply by Leon Tribe - Saturday, April 3, 2010 9:46 AM -
0 Votes
Quote without Account
Entity forms have the "area labels" on the pane left of the "profile" information.Answered | 14 Replies | 7232 Views | Created by mardukes - Thursday, September 17, 2009 9:09 PM | Last reply by Donna Edwards - Thursday, September 24, 2009 5:02 PM -
0 Votes
Role based security on field
And if we want to set privileges on multiple fields, then we should go with first approach, i.e. adding different forms for the entity and assign ...Answered | 5 Replies | 2314 Views | Created by Ravi MRC - Friday, January 25, 2013 1:30 PM | Last reply by Ravi MRC - Monday, January 28, 2013 5:52 AM -
0 Votes
Restrict access to entity records based on field value (Through security roles)
Do I have to be concerned when update roll ups are released?Answered | 6 Replies | 3251 Views | Created by crmsurfer - Monday, August 20, 2012 2:44 AM | Last reply by crmsurfer - Tuesday, August 21, 2012 11:58 PM -
2 Votes
Exporting Security Roles in Child Business Units
One other item you want to be aware of when creating security roles is that it is recommended to copy a role that was included in the installation and tweak it to meet the ...Answered | 4 Replies | 7033 Views | Created by MarkPurnell - Friday, March 26, 2010 6:14 PM | Last reply by Donna Edwards - Wednesday, March 31, 2010 3:56 PM -
2 Votes
security role
In the case of "create" the difference is that if you only have "user ...Answered | 2 Replies | 3779 Views | Created by hery halim - Monday, October 3, 2011 4:18 PM | Last reply by hery halim - Tuesday, October 4, 2011 2:01 AM -
1 Votes
Setting up a Security Role to have different "Append To" requirements for different child entities
If you set the level for Append To on Account to Organization, then the user can link records for which they have the append permission to any ...Unanswered | 1 Replies | 604 Views | Created by Conchobar mac Alasdair - Thursday, September 3, 2015 3:16 PM | Last reply by Feridun Kadir MCT - Monday, September 7, 2015 10:52 PM -
1 Votes
Adding fields from different entities
I think the key to this N:N issue is field mapping, however I find it may not work if you go one level further as for example if I have a contact type lookup entity and ...Answered | 9 Replies | 8779 Views | Created by HS2010 - Tuesday, August 9, 2011 10:52 PM | Last reply by HS2010 - Saturday, August 13, 2011 11:24 AM -
2 Votes
Security role privileges for a team as an owner of an entity
Hi, The minimum security role privileges around team and contact entity you need are: Contact: Read, ...Answered | 3 Replies | 2664 Views | Created by Philippe Weder - Tuesday, April 3, 2012 11:27 AM | Last reply by Philippe Weder - Tuesday, April 3, 2012 2:20 PM -
0 Votes
Security Roles
Which Security Role have you been updating?Answered | 7 Replies | 3361 Views | Created by JMcCon - Tuesday, August 9, 2011 11:25 AM | Last reply by MDodd73 - Tuesday, August 9, 2011 2:31 PM -
2 Votes
What are the different kind of securities we have in CRM 2011?
Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your question.Answered | 6 Replies | 3633 Views | Created by Sreenivasulu Pavalla CRM - Thursday, January 24, 2013 8:01 AM | Last reply by nrodri - Friday, January 25, 2013 9:06 AM -
0 Votes
security roles for specific entity in dynamics crm 2011
Hi Rune, thanks for the answer, I think you are right that I need some a minimum of requirements for a security roles.Answered | 2 Replies | 1127 Views | Created by pntr - Tuesday, May 13, 2014 10:11 AM | Last reply by pntr - Tuesday, May 13, 2014 2:07 PM -
0 Votes
Cannot find entity in Security Role
when you open the security role in the sales area section what entities are listed?Answered | 8 Replies | 4352 Views | Created by Mark.Cherry - Thursday, October 20, 2011 1:37 PM | Last reply by Mark.Cherry - Thursday, October 20, 2011 3:35 PM -
0 Votes
Opportunity Products to Quote Products - similar functionality to another entity
I think you should create a commission entity and make it a child entity of Opportunity product.Answered | 9 Replies | 2373 Views | Created by KawasakiRider03 - Thursday, September 12, 2013 1:47 PM | Last reply by KawasakiRider03 - Friday, September 13, 2013 2:30 PM -
0 Votes
One user getting "The entity with a name = 'undefined' was not found in the MetadataCache" when opening a Quote
A security role that this user had did not have any permission populated within the Custom Entity tab.Answered | 4 Replies | 2693 Views | Created by Chris AZ - Monday, September 30, 2013 3:57 PM | Last reply by Chris AZ - Monday, October 14, 2013 10:14 PM - Items 1 to 20 of 335918 Next ›
No announcements
