Category Archives: Entity Permission

Multiple user roles and entity permissions in Microsoft CRM Portal

Published / by AK / Leave a Comment

Before reading the post, you may would like to read the official document on Microsoft at https://docs.microsoft.com/en-us/dynamics365/customer-engagement/portals/assign-entity-permissions. This will give you a basic understanding of entity permissions in Microsoft CRM Portal.

Your customer wants to build a portal using Microsoft CRM portal. Connection is used for linking their contacts and accounts. Your customer wants to control the permissions of their contacts (who will login to the portal) on their related accounts, based on their connection role. If a contact is assigned as Admin role, he should be able to edit the account record. But, if it is User role, he should have read-only access to Account record.

Using connection to assign role to accounts

Sounds like a familiar request from most customers?

If yes, let’s look at how we can implement this scenario in Microsoft CRM portal.

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