Dynamics 365 CRM

What happens when a user is assigned multiple security roles in Microsoft Dynamics CRM? In smaller organizations, you may find situations when a Manager would like to have access to both a Sales Profile and a Service Profile in Microsoft Dynamics CRM. You may wonder what exactly happens when a user is assigned multiple security roles. Assume that a user is assigned the profiles shown below in the screenshot. You see that there are different access levels set for each profile.   You will that when the user gets assigned to both ‘Baseline for all users’ and ‘Sales Person’ profiles, the access levels get combined, and the user then has permissions as shown in the ‘Effective Permissions’ section. So you see that when a user is assigned multiple roles, the user gains the permissions associated with each role.

In this example, I've added an "Accounts" sub-grid to my Account, configured to show "All Record Types" rather than "Only Related Records". The using this JavaScript we're filtering the sub-grid to display all the Accounts that the Primary Contact is a Primary Contact of (which will obviously include the current account). This function can be added to the form OnLoad and Primary Contact field OnChange to ensure the sub-grid is updated when the Primary Contact changes as well. NOTE: I've found it best to create a custom view to be used as the default sub-grid view, and to customize this view to display no results by default (using a filter such as: Name equals "X" and Name does not equal "X" – which will always return no results), this way you won't see incorrect data initially on load before the JavaScript kicks in. // Generic function to perform the filtering - this function shouldn't need to change function...