4.0

Cascade Delete Behaviour

  • Posted on: 23 May 2013
  • By: feridun

Consider the following scenario.

Scenario

A custom entity, Project has been added to a Dynamics CRM system.

There is a 1:n relationship between Account and Project. The relationship behaviour is set to Cascade All for Delete.

A user has Organization level rights on all privileges for Account and Project except that the privilege is set to None for Delete on Project. A project record, Project A, is parented by Account A.

Field level security in CRM

  • Posted on: 27 January 2012
  • By: feridun

Microsoft Dynamics CRM 4.0

CRM 4.0 does not provide a method for securing records at the field level. If a user has modify access to a record then they may change any field in the record.

Where field-level security is needed then there are workarounds:

Running negative queries

  • Posted on: 7 September 2010
  • By: feridun

Sometimes you need to get a list of records (say contacts) that don't have any related records of a particular type (e.g. appointments).
Unfortunately, this is not possible using Advanced Find as it can only return lists of records that have related records (e.g. contacts with appointments). Yes, you can narrow the related records (e.g. contacts with appointments after a certain date) but not to the extent of querying for contacts with no appointments.

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