Dynamics CRM限制所有者团队的访问

Question

I inherited a CRM implementation where about 90% of the CRM work has already been completed before the original developer left the project. I am trying to fix access issues in regards to related entities. The CRM Organization has a single Business Unit.

Whenever a Case (aka incident) is created, a plugin creates a new Owner Team. The Plugin adds the current user as the admin for the team and assigns the Case to the newly created team. The team will have a name of "CT_XXX" where XXX represents the Case Title. I haven't worked with CRM 2016 Online before and am not very familiar with the Owner Team.

How would I restrict access to custom entities to members of the CRM Team based on their relationship to the Case? For example, when I open a Case (abc123), there are 10 related entities. One of the entities, Private Documents, should only be accessible to members of the Owner Team (CT_abc123). The other entities have no such restriction and are open to all users.

Any help would be greatly appreciated!

Answer 1

Creating a new team for every new case is not a solution I would recommend.

However, your plugin needs to assign a security role to the new team providing the required access rights. Users becoming a member of the team inherit the team's roles automatically.