I have removed sharing from a record in CRM manually. It is not shared via cascading rule eather, but it remains in Principal Object Access table. As I can see, the script for controlling growth of POA, published by Microsoft, deletes only rows with object ids which er deleted from CRM, can't see logic which removes those unshared records.
Does anyone know if CRM contains logic for this at all? Has anyone had experience with deleting those rows despite of being unsupportet action?
Thanks in advance
I can't tell you very much about how the POA table is populated or cleaned up, but I can tell you how to delete it:
http://dotnetdust.blogspot.com/2014/01/lessons-learned-deleting-312-million.html
Sharing also present for some entities even you can't see it in UI. Implicit sharing is created during entities merge or for email activities when there are different users in to:, cc: fields, for workflow logs, process sessions, etc.
I wrote short article about it: http://tunnik.name/principalobjectaccess-table-clean-it-up-fast/
It has links to other articles which can help dig into that subject.
Related
I have recently inherited a very messy Dynamics CRM system from my predecessor. I want to clean up the way our company navigates around Accounts. At the moment, there are 3 views and one form with about 2000 (exaggeration) lines of javascript code!
We categorize accounts into three types; TypeA, TypeB, TypeC. This is controlled by an Option Drop Down. Once selected, the screen hides/shows depending on it. This has meant we have a very wide AccountExtensionBase table. I am accepting I will have to live with this as I am have been led to believe that building a 1..1 extension is not as easy as it seems?
What I would like to do is change the 'Workplace -> Customer' menu on the right hand side of CRM. I'd like to add three clickable options so it would read
Customers
Accounts
TypeA
TypeB
TypeC
Contacts
Upon clicking, for example, 'TypeA' it would take the user to the 'TypeA' accounts which are filtered by a pre-defined view. Then, any request for the Account Form from this view would redirect the user to a specific 'TypeA' form, which I have yet to create.
I have read this article here Crm 2011 - How to set a default form depending on attribute value (without using Javascript)? which is a good example of how to re-direct the forms. However, I am unsure how to handle this from a 'New' request, as the drop down is not yet populated.
Is there a way of building this concept cleanly in CRM? I am finding it hard to get any decent Google results as I am unsure of what terminology I should be using.
Any help or links to suitable guides would be hugely appreciated.
Thanks.
I think these are the droids you are looking for:
http://www.powerobjects.com/blog/2013/03/08/displaying-filtered-view-in-site-map-crm-2011/
Granted it is for CRM 4, however it may work in 2011.
You might also look at:
http://mscrmtools.blogspot.com/2011/06/new-tool-sitemap-editor-for-microsoft.html
I am working on Notes in MS CRM 2011.
I have many roles over many entities.
I want role based security to notes for any entity records.
let me explain what i want:
Suppose i have an entity namely E1.
Role R1 and R2 has read and write access to E1.
But i want that user having role R2 can only upload and view notes for any record of entity E1.
Hope now my requirement is clear to all of you.
Please suggest me how can i achieve it using MS CRM 2011.
I can think of two ways to do this.
You can create a plugin on create/update of the annotation(note) and check if the note is related to entity E1 and check the roles of the user making the change and see if they only have the R2 role. If that is the case you can throw an InvalidPluginExecutionException with a message like 'You do not have permissions to edit/create these records'.
You can try using role based forms or JS to hide the notes area for R1 users.
You probably want to use a combination of #1 & #2. The users can still access the notes via advanced find and thus will be able to edit those notes. The plugin will prevent that fringe case as well.
*Edit
There are a couple more things that you might be able to deal with the advanced find records. You can remove the annotation entity from advanced find via the unsupported method described here.
Otherwise there is one more thing you can do if you want to prevent those results showing up at all, and you want to stay supported. You can write a plugin on Post-RetrieveMultiple of the annotation entity to strip out the results directly from the return result. There are a couple downsides to this though.
You are executing your plug-in every time the retrieve multiple is called on the entity. So this code will need to be as efficient as possible since that delay will be noticeable by the end user whenever they retrieve these records.
Things like advanced find will display odd results. For example if your paging is set to 50 records and you strip out 10, they will only see 40 records on their page and the total record count will include the records you are stripping out.
Through roles i don't know a way to do that, because you configure the access to notes generic, so applies to all entities. You have to access with Javascript navigating in DOM. Check a example:
document.getElementById("notescontrol").contentWindow.document.getElementById("NotesTable")
You can check this with the help of a develeper tool in your browser.
I need to filter a a table with parameters that are calculated on a non related table, but to do this in Access web I need to add the [Project_Id] to the task list.
To clarify further, the user answers some questions regarding the details of a project, which in turn will calculate in the background a group of parameters that are needed to sort a task list.
The problem is the task list is generic and not related to a project so before I can use the project related filter parameters I need to assign a project id to the task list or there is no relationship and no way of knowing what project parameters to use.
I tried to do this with a query but being a Web database I am unable to select the data from the form control.
Hopefully someone can help me find a solution, because I have exhausted Google and my own knowledge on the subject. One last thing I am unable to use code thanks to security issues.
In case anyone is interested I found away to assign the project id to the task list using data macros.
The data macro is assigned to a table that is related to the project and when updated edits the tasks list to add the current project id for each record in the table.
I still have some issues to work around, but in general it does what I need.
I want to create a new view for the activities entity. My aim was to show only the activities that were related to a record of a certain type eg account. But when i was creating it i saw that aside from saying if it contains data or not, and for specific records, there isnt an option for entity type.
I can understand why this isnt an option in the list, as its not really something people would need to do, but is this possible at all?
Thanks
Create an Advanced Find and specify the following criteria:
Look for: Activities
Related > Regarding (Account)
This will get you all activities which are related to an account.
I designed a site in share point. There is a column called "Issue ID (linked to item)" in ALL Issues view. I am using this column to list and identify the items which are created by employees. It increases by 1 as a new issue is created. Unfortunately, I have to reset this ID to 1 because during the test period I created and deleted blank issues. Although they were deleted, the share point increasing Issue ID from the last deleted issue (89).
Is there an easy way to do this? how can I reset this auto number? I need to reset this counter as soon as possible without any risk...
Do you kindly help me? I would be glad if you explain it in detail.
Thank you,
If your Issues list wasn't heavily customized and nor referenced by GUID in any custom code, the simplest and most supported option would be to recreate it with the same name after deletion as a customized template you could have saved without contents from list settings page before deleting or as a standard Issues list.