Using crm when I have multiple select how can I change(edit) multiple selected records? Also is there any possibility to put permissions for different users accessing multiple edit? For example a super admin and a user will see specific fields when the edit multiple records page appear.
Bulk edit feature is OOB. To edit records in a bulk way select records you want to edit and click edit button on the toolbar. This video demonstrates that - https://www.youtube.com/watch?v=zv7C06IRV4U
To limit possibility of bulk editing open security role you want to change that privilege, open "Business Management" tab and use "Bulk Edit" privilege in "Miscellaneous Privileges" section to allow/disallow bulk editing functionality for a security role.
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I'm testing Pimcore right now, to see if it's a good fit for our company.
I was wondering if there is a way to give a user specific rights, like an author only being able to make content and edit his own content?
Yes you can provide user or role based permission to documents, assets or objects. Click here to see the screenshot of the user screen
Steps are as follows -
Go to settings -> User
Click on the specific user on which you want add some permissions.
On the right screen part go to the workflow tab.
Click on the add button present near Document title if you want to add permissions on documents. Same can be done on Assets and on Objects
Drag and drop documents on which you want to allow permissions.
Check the boxes if you want to allow user to publish, unpublish, delete etc.
Save
Same can be done on roles as well. If you want same set of permissions on couple of users then you can make a specific role, assign the desired permissions and then assign that role to multiple users.
I've set all my security roles in CRM but unable to select the Default Tab, see screenshot below. What am i missing?.
Screenshot
Since you selected the Default Pane based on user role it doesn't create a filtered list for the Default Tab.
Call MS devs lazy or performance aware but they just cut corners there and do not query the Pane based on your user role to filter the Tab list.
What is the best Way to disable all users in Dynamic CRM except System Administrators?
I assume that by "System Administrator" you mean user with System Administrator role assigned, and that you are using CRM on-premise
Go to Users list, select everyone and disable (if you have more than one page of users, you need to do this for every page). Don't worry, you account will not be disabled, even if selected
go to advanced find and run query:
Look for: Users
add relationship: Security roles
add condition: Security role equals "system administrator"
results will contain users that have "system adminstaror role". Shouldn't be much of them, so you can enable them one by one.
Now you have everyone, except Admins, disabled
You can disable the users you want programmatically through SetStateRequest.
Here you can find an exmaple how to disable a crm user:
http://msdn.microsoft.com/en-us/library/jj602914.aspx
I have created a form for a specific group of users in my CRM 2011 system. I want only them to be able to see this form. I can copy their a security role and set the form for this security role only, but I will have a a problem:
they are currently in a security role with another group of users. If I copy the security role, the will not longer see the specific customization's all over across the system.
I only want one form to be different from the others. Is there any way I can find all the forms that are enabled for the specific security role (in order to give the new role this rights too)?
Assumptions based on your question: You already have default form for the entity that is used by all users (All Users). You want to add an additional form to that entity that is only available to some of the users (Select Users). All Users are currently assigned a security role that gives them the necessary access to the system.
Create a new security role (Form Specific Role). You don't have to give this role any privileges just a name.
Assign the Select Users the Form Specific Role. Do NOT remove their other security role(s).
Add the new form the entity, Restricted Form.
Highlight the new form and click Enable Security Roles. Select the option Display only to these selected security roles and select the Form Specific Role you created in step # 1. Make sure Enabled for fallback is unchecked. Click Ok.
From the forms list Form Order and select Main Form Set (or the appropriate form type if you are working on a Mobile or Quick Create Form.
Use the Up/Down arrows to make the new, Restricted Form, the top choice.
Save and Publish all changes.
Now whenever a user that has been assigned the security role accesses this entity their default form choice will be the Restricted Form. There will be NO impact to any other forms they are accessing or any of their privileges in the rest of the system, as required by your problem statement.
I have a task to make a survey to be displayed in SharePoint 2007 to external users for them to fill out and submit, but not be able to view the submitted results (so they don't see what others have entered). This survey will be for outside vendors to my company to submit information about them for our records. I am open to any suggestions on how to accomplish this goal....
This can be accomplished by configuring the survey appropriately. Users will be able to see their own submissions, but not what others have entered:
Create a new Survey and populate it with your questions.
From the new survey list select Settings -> Survey Settings
Select Advanced Settings
In the Item-level Permissions section set the value of Read access and Edit access to Only their own and click OK.