User Review
( votes)Requirement: Client wants the ability to control Activate/Deactivate privilege on CRM entities.
Solution: Out of box, there is no ability to control Activate/Deactivate privilege. This is one of the classical CRM problems.So this one will require a little code solution.
In the proposed solution, I suggest two approaches:
· Create Additional Configuration entity to collect the permissions by role at Entity level and then allow/disallow Activate/Deactivate
· Create a Team for users : If user is part of the team user has privileges to Activate/Deactivate the record, else doesn’t have the privilege
Thereafter Plugin will read the configuration or team information and then allow/disallow Activate or Deactivate.
Finally, A decision was made to choose the team approach.
Here is the code to be used in the plugin then
using (var serviceContext = new OrganizationServiceContext(service))
{
if (context.InputParameters.Contains(“Target”) && context.InputParameters[“Target”] is Entity)
{
Entity entity = (Entity)context.InputParameters[“Target”];
if (!IsTeamMember(new Guid(“Team Guid”), context.UserId, service))
{
throw new InvalidPluginExecutionException(“You do not have permission to Activate/Deactivate. Please contact System Administrator”);
}
}
}
Here is the IsTeamMember method code:
public static bool IsTeamMember(Guid teamID, Guid userID, IOrganizationService service)
{
QueryExpression query = new QueryExpression(“team”);
query.ColumnSet = new ColumnSet(true);
query.Criteria.AddCondition(new ConditionExpression(“teamid”, ConditionOperator.Equal, teamID));
LinkEntity link = query.AddLink(“teammembership”, “teamid”, “teamid”);
link.LinkCriteria.AddCondition(new ConditionExpression(“systemuserid”, ConditionOperator.Equal, userID));
var results = service.RetrieveMultiple(query);
if (results.Entities.Count > 0)
{
return true;
}
else
{
return false;
}
}
Next, register this on Update of status field:
Now until the users are added to the Team, they will not be able to Activate/Deactivate record.
Hope it helps and Happy CRMing!
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