Now Reading: Dynamics CRM: Entity Security
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Dynamics CRM: Entity Security
In CRM as a developer we sometime need to see permission
given to any entity in each security role.
given to any entity in each security role.
But in Dynamics CRM/365 there is no provision to see this in
single glance. We need to open each security role to check permission for any
entity.
single glance. We need to open each security role to check permission for any
entity.
Case Study: –
Developer X is working in an organization as support
engineer. He was not part of implementation team.
engineer. He was not part of implementation team.
Now an issue in raised by users they can update notes of
other users. Now X must check permission of user for note entity.
other users. Now X must check permission of user for note entity.
He checks security role of user1 not found:
User have assigned 15 security roles.
User have assigned 13 teams.
He goes to security roles and found there are 150 security
roles are present in their organization.
roles are present in their organization.
He need to check all 150 security roles to verify permission
given in note entity.
given in note entity.
Solution: –
To tackle this case study, I have created a XrmToolBox Plugin
which help Developer X.
which help Developer X.
1. User can see permission given to entity in each
security role.
security role.
2. User can check team and user list based on
selected security role for any business unit.
selected security role for any business unit.
3. User able to see all security roles.
Download XRMToolBox from given URL and install.
xrmtoolbox
Install EntitySecurityRole Plugin in your XRMTollBox using plugin
store.
store.
If you are not able to find EntitySecurityRole.
Go to given Link : Download Plugin
And download plugin from here. Install in XRMToolBox by
clicking Settings->Path->Storage folder->Plugin folder.
clicking Settings->Path->Storage folder->Plugin folder.
Copy assembly in Plugin folder.
Connect your organization and open plugin Entity Security
Role
Role
Click on “Retrieve Entities” and select your Entity.
Now you will see list of all security roles in security role
list and Permission given to selected entity in each security role.
list and Permission given to selected entity in each security role.
Now if you want to list of team and user based for any
security role.
Select your business unit and then select required security role.
And now you will able to see all team and user have for selected security role based
on your selected business unit.
And now you will able to see all team and user have for selected security role based
on your selected business unit.
You can also export security role result in excel.
Now Developer X will easily able to find in which security
role permission need to change.
role permission need to change.
Note: – Plugin
based on .net framework 4.5.2
based on .net framework 4.5.2
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Original Post https://dotnetdeveloper2012.blogspot.com/2018/04/dynamics-crm-entity-security.html
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