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Microsoft Dynamics CRM 2011 Unleashed
book

Microsoft Dynamics CRM 2011 Unleashed

by Marc Wolenik, Damian Sinay, Rajya Bhaiya
September 2011
Intermediate to advanced content levelIntermediate to advanced
1008 pages
24h 27m
English
Sams
Content preview from 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 ...

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Publisher Resources

ISBN: 9780132682084Purchase book