Microsoft Dynamics CRM 2011 Unleashed

Entity Forms Security

One important consideration when working with solutions that contain custom entities is the security configuration for the necessary roles. By default when you create a custom entity only the system Administrator and System Customizer are granted permission to use the custom entity. You are responsible to give the right permissions to any other role (such as the Customer Representative Role for example) so that users with that role can work with the custom entity you included on the solution.

To configure the security roles, open the solution and complete the following steps:

1. Navigate to the Components, Entities, your custom entity, and Forms (see Figure 16.36).

Figure 16.36 The Assign Security Roles button.

2. Click ...