As a variant to a recent post I did, here's another method to associate records, difference is that this will associate multiple number of records in a single transaction
When creating N:N relationships between entities, CRM allow us to associate records. This is a great functionality to track and reference records through entities. Although this can be done manually, find below a method to associate two records programmatically:
Same as Users, Teams can be used to assign roles. This is used mostly for Owner Teams, which should have the right privileges over the records that they own. Find below a method to assign roles to a Team
As a variant to a recent post I did, here's another method to assign roles to a user, different is that this method will allow you to assign multiple number of roles in a single transaction.
Sometimes we need to manage roles programmatically with plugins to fulfill our customer requirements. This is great to allow Users to see data and append privileges. Find below a method that will assign a role to a user(Both sent as parameters).
Today I had to build a method to retrieve a Security Role based on its name and I would like to share it so hopefully it can help anyone. LINQ is used to do the actual search.
As variant to a recent post I did, here's another plugin to manage the Activation/Deactivation of records. In this post, I'll describe a plugin that will control these actions in Contact Entity by only allowing users with an specific role. Plugin step details: Message: Update Filtering Attributes: statecode Run in user’s context: Calling User Event … Continue reading Plugin to only allow users with certain role to deactivate records