How to Set Up an Entity Through Portal Security in Dynamics 365 CRM

by | Updated September 20, 2017 | Dynamics CRM

Below are the steps for how to set up an entity through portal security in Dynamics 365 CRM to be used by the Liquid Template.

Setting up an Entity is a two-step process

Step 1 – Entity permissions:

Set up the Entity Permissions for the entity we would like to retrieve. In this example, I will be using a custom entity that I created. Go to Portals> Entity Permissions

Under Portals select Entity Permissions

 

This will show you a list of the entity permissions that exist for the system.

View of Active Entity Permissions

 

You can check to see if the entity is already listed here but since I am using a custom entity that I just created I know that the entity isn’t here. At this point, I click on the new button to create a new entity permission.

Below you can see the form that I filled out to create permissions for the custom entity called “designleadtime”.

Form to create entity permission for a custom entity

 

Fields Explained:

  1. Name – Enter the name for this privilege at this time. I used “Access to Lead Times” but a more accurate description might be “Read for Design Lead Time”. It can be whatever you want.
  2. Entity Name – Use the pulldown on the right of this field to select the entity that you are creating permissions for.
  3. Website – Use the pulldown to select the Dynamics Portal that this permission is for.
  4. Scope – From the five options available select the correct security scope for the entity. In my example, I want everyone that has access to the portal to have access to this entity so I chose “Global.” For a good read on entity permissions, check out this article from Microsoft.

a. Global: Grant privileges to the entity record without any requirement for an owner (contact).
b. Contact: Grant privileges to the entity record that has a direct relationship to an owner (contact).
c. Account: Grant privileges to the entity record that has a relationship to an account, which serves as the owner, assuming the account is the parent customer of the contact.
d. Parent: Grant privileges to the entity record through the chain of its parent permissions’ relationships.
e. Self: Grant the rights a user has to their own Contact (Identity) record. This allows users to use Entity Forms or Web Forms to make changes to their own Contact Record linked with their profile.

5. Permissions – use the checkboxes to grant the permissions that you would like to grant access to through the portal. In my liquid example, we only want to retrieve this data but we don’t want to allow anyone from the portal to change it in any way so I only grant “Read” access. You will need to allow read access to retrieve any entity from Liquid FetchXML.

SAVE the Entity Permission

Step 2 – Web role:

Once the entity permission is saved. Select the Web Role that should have access to this permission. If we scroll down on our Entity Permission form. We will need to grant that permission to a web role.

Grant permission to a web role on the entity permission form

On our new Entity Permission, we will see that no Web Roles have been selected. We just need to click on the add button that I have highlighted and select the Web Role that we would like to grant this permission to. Because we are focused on our Fetch from Liquid we would more than likely want to grant this permission to any portal “Authenticated User” as I have selected below.

Grant permission to a web role on the entity permission form

At this point, we should have permissions set for our customer “Design Lead Time” entity and it should be accessible to our Liquid FetchXML query.

Example: From a tab in a browser that is authenticated to the portal.

A tab in the browser that is authenticated to the portal.

 

Example: From a tab in a browser that is not authenticated to the portal.

A tab in the browser that is not authenticated to the portal.

Related Posts

0 Comments

Submit a Comment

Your email address will not be published. Required fields are marked *

Upcoming Events

april

31mar01aprTraining Class: Financial Reporting W/Account Schedules for Dynamics 365 Business Central

07apr2:00 pm2:30 pmEnsuring Quality for Batch Manufacturers

08apr11:00 am12:00 pmConfab with Stoneridge - Livestream - Jumping into the Deep End of the Data Lake

14apr10:00 am10:30 amBoost Seller Productivity and Close More Business with Dynamics 365 Sales

21apr10:00 am10:30 amSetting Your Sales Team Up for Success: A Modern Look at Revenue Operations

21apr12:00 pm1:00 pmGetting Started with Barcode Scanners and WMS Apps for Business Central

21apr2:00 pm3:00 pmMoving to the Cloud: Today's Solution for Leading Field Service Companies

22apr11:00 am12:00 pmConfab with Stoneridge - Livestream - Moving from Manual to Automated with Strategic Automation Strategies

28apr10:00 am10:30 amThe Modern Manufacturer: Best Practices for Inventory Turnover

28apr12:00 pm1:00 pmPower Up Microsoft Dynamics by Automating Budgeting, Dashboarding and Reporting

may

05may10:00 am10:30 amAchieve More with Zetadocs for Business Central

05may2:00 pm2:30 pmSimplifying Item Pricing, Availability, and Tracing for Batch Manufacturers

06may11:00 am12:00 pmD365 Field Service – New Features to Empower Your Remote Workforce

12may10:00 am10:30 amThe Modern Manufacturer: Manufacturing Software in the Real World

12may12:00 pm12:30 pmFinancial Implications of Moving from Dynamics GP to Dynamics 365: Licensing and Infrastructure

17may(may 17)8:00 am28(may 28)11:00 amDynamics 365 Finance & Supply Chain Development Training - Online Workshop

26may10:00 am10:30 amThe Modern Manufacturer - Enterprise Asset Management

About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X