- Microsoft Dynamics CRM 2011 Scripting Cookbook
- Nicolae Tarla
- 288字
- 2021-07-27 18:12:41
Working with security roles and permissions
Security roles and permission can be configured as part of the same solution package. This allows us to port these configurations from one environment to another. Be aware though that there are some limitations in the use of security roles as part of a solution. One of the most important is a limitation where roles can only be configured at a top business unit when they are saved as part of a solution package.
Getting ready
We will be working within the same solution package we created earlier.
How to do it...
In order to add a new security role we must perform the following steps:
- Open the existing solution package.
- Navigate to the Security Roles view.
- To create a completely new role, select New. A better approach is to modify one of the existing roles by selecting Add Existing, but for the purpose of this recipe we will create a new role. Click on New.
- Give the role a name and make the necessary modifications. Click Save and Close. The new role is added as part of the solution.
- With this new role created, we can go back to the custom Country form we previously created. Open the form and click on Assign Security Roles.
- Deselect the selected security roles, and select the newly created security role.
- Click on OK, save changes, and publish all customizations.
How it works...
At this point we have a new security role added to the solution package. Additionally, we have configured the custom Country form to be visible only by users that are assigned the newly created security role.
See also
- For additional details on working with security roles, read the TechNet articles at http://technet.microsoft.com/en-us/library/gg334717.aspx.