CRM 2015 – Page 17 – Nishant Rana's Weblog

Field Level Security in CRM 2015

Now supported for System (OOB) Attributes.

Contact’s “Job Title” attribute in CRM 2011

Contact’s “Job Title” attribute in CRM 2015

Can be enabled for email data type attribute

In CRM 2011

In CRM 2015

Address field are also supported.

https://www.youtube.com/watch?v=Czc9sKvWd9k

Custom Position Hierarchy in CRM 2015

To achieve the same security model that was implemented using Manager Hierarchy earlier

(https://nishantrana.me/2014/10/04/hierarchical-security-modelling-manager-hierarchy-in-crm-2015/)

in Custom Position Hierarchy we need to follow these steps.

To create Custom Position Hierarchy

Open Settings à Security à Hierarchy Security
Select Custom Position Hierarchy à Configure (Set Hierarchy Depth as 2)

Create a new position record “position 1” and add a user to it “Ceo”

Similarly create Position 2 and Position 3 record add “Manager A” and “First Name”

The Hierarchy à

Record created by user at position 3 is read only for the CEO user at Position 1 and editable for Manager User in Position 2 as we have set the depth as 2.

Hierarchical Security Modelling (Manager Hierarchy) in CRM 2015

Hierarchical Security is a new security feature introduced in CRM.

It could be either

Manager Hierarchy or Custom Position Hierarchy based.

To enable it we need to go to

Settings à Security

Let us enable Hierarchy Modelling and set the Hierarchy Depth as 2.

With depth we can specify up to what level the user can have read access to the records. Here the user will have write, update, append, append to access to those records only which are accessible to his direct report.

Let us say we have 3 users in our system.

User A, Manager A and CEO.
CEO is manager of Manager A and Manager A is manager of User A in our system.
CEO à manager à Manager A à manager à User A
User A is sales person and creates a contact record.
Now in our configuration we have set depth as 2 which means.
CEO user will have Write access to record that are accessible to Manager A and Read Access to those records accessible to User A.
CEO opens a record created by User A. ( it is read only for him)

Manager A opens the same record (He can edit it)

Now Manager A creates a new contact record. This record will be editable for CEO as he is the manager of Manager A

Hierarchical Security Model works in conjunction with all the other existing security models.

Search in CRM 2015

Global Search Box

Available in the Tool Bar.

Multiple Entity Search

It is based on Quick Find.
Shows first three fields in the Quick Find View in the result. Can be filtered using the “filter with” drop down box.

Clicking on the search result opens the respective record.
Clicking on + opens Quick Create form for that entity.

Enabling an entity for Search

Go to Administration à System Settings

Supports max 10 entities at a time.

Business Rules in CRM 2015

Supports Else, Else If Condition

Server side support

Set the scope to Entity.

Supports Default Values

In CRM 2013

In CRM 2015

New addOnStageSelected and addOnStageChange method for process in CRM 2015.

Using addOnStageSelected and addOnStageChange method of Xrm.Page.data.process we can add function to trigger when a Stage in selected in the form or when the stage changes.