Understanding Parental Scope in Entity Permission in Portal (Dynamics 365)


Let us create 2 entities Parent Entity and Child
Entity having 1 – n relationship.

Here we will be creating Entity List for Child Entity that displays all the child entity records associated to Parent Entity to which user has access to.

This we can achieve using Child Entity Permission record for the Child Entity.

First let us define an Entity List for Parent Entity to which we will enable Entity Permission with Global Scope.

Next let us create Entity Permission for Parent Entity and assign it to one of the web role associated to the current Portal Contact user.

For simplicity, we are keeping the Scope as Global. We can also use Contact and Account scope here for filtering the access to the records if that Entity is associated with the Contact Entity. Based on which the Child entity records will further get filtered.

https://nishantrana.me/2017/02/28/understanding-scope-global-contact-and-account-in-entity-permission-in-portal-dynamics-365/

The above Entity Permission gives access to all the records (Global – Read) of Parent Entity to the portal user.

Now let us create an Entity List for Child Entity and enable Entity Permissions.

Configure the below Actions Create, Details, Edit and Delete.

To configure the above Actions we would need an Entity Form, so before we do that we need to create an Entity Form for Child Entity.

Next configure a web page to display the Child Entity Entity List.

Now comes the important part i.e. creating child entity permission for Child Entity.

Create an Entity Permission Record with the below details :

Scope – Parent

Parent Entity Permission – Entity Permission created for Parent Entity i.e. Entity Permission Parent Entity.

Parent Relationship – the 1 – n relationship we created between Parent Entity and Child Entity.

Now opening the page which has the Entity List defined for Child Entity, we can see the below 3 records associated to the parent records to which user has the Read access.

We do not see the all the records as not all the child entity records are associated to the parent entity’s record.

Hope it helps..

Author: Nishant Rana

I love working in and sharing everything about Microsoft.NET technology !

4 thoughts on “Understanding Parental Scope in Entity Permission in Portal (Dynamics 365)”

  1. Hello Nishant,
    Thanks for the article, very useful.
    In our scenario we’d like to give access to spécification child records + child records that are not associated to a parent. Is it somehow achievable with entity permissions?
    Thanks!
    Ben

    Like

  2. Hi Nisanth,

    Is it possible to keep the Create button available even if the parent record becomes read-only (i.e. in my case – parent record becomes read only when the parent record moves to closed status)

    Like

Please share your thoughts

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

This site uses Akismet to reduce spam. Learn how your comment data is processed.

CRM for You and Me

Customer Relationship Mgt App for the Professional

D CRM Explorer

Learn about Microsoft Dynamics CRM Power Platform customization and implementation and other cool stuffs

Stroke // Jonas Rapp

I know pre-stroke. I will improve who I was.

Power Melange

Power Melange By Shalinee

Clavin's Blog

Power Automate - Power Apps - SharePoint Online - Azure - Nintex - K2 - Artificial Intelligence

Sat Sangha Salon

An Inquiry in Being

The Indoencers

The Influencers & Influences of Indian Music

Monika Halan's blog

Hand's-free money management

D365 Demystified

A closer look at Microsoft Dynamics 365.

Microsoft Mate (msftmate) - Andrew Rogers

Experienced consultant primarily focused on Microsoft Dynamics 365 and the Power Platform

Knowhere365

Specific topics by Django Lohn on the whole Microsoft365 Stack

Manmit Rahevar's Blog

One Stop Destination for Microsoft Technology Solutions

MG

Naturally Curious

Brian Illand

Power Platform and Dynamics 365

Steve Mordue MVP

A Microsoft Business Applications MVP

Subwoofer 101

Bass defines your home theater

SQLTwins by Nakul Vachhrajani

SQL Server tips and experiences dedicated to my twin daughters.

Everything D365

Discovering Azure DevOps and D365 Business Applications

Tech Wizard

Lets do IT Spells

Two Bite Tips

Valuable Tips To Grow Your Business

XRM Tricks (Power Platform & Dynamics CRM )

Power Platform & Dynamics CRM

CRM TIPS BY PRM

Mail to crmtipsbyprm@gmail.com for queries and suggestions

nijos.dev

Giving back to the community what I have learned

xrm CRM Dynamics

Dynamics CRM Technical & Functional Info

Dynamics 365 Blogs - Explained in unique way

Sometimes you need to look at things from different perspective.

CRM Keeper

Dynamics 365 Customer Engagement, CRM, Microsoft CRM, Dynamics CRM

EVOLVED365

Step into the world of a Dynamics 365 Consultant

Dianamics PCF Lady

Diana & Dynamics 365 & Power Platform

Sara Lagerquist

No Code Customization Concepts

innovativeaj

developer, designer, writer, fun loving, patriotic, humble and a sweet person inside out :) love and respect people who have a great sense of humor.

Temmy Wahyu Raharjo

Dreaming to be a clean coder and TDD minded programmer.

Transform 365

We blog about problems we face and code we write to help others

%d bloggers like this: