Dynamics CRM 2011 - 按客户实体分离数据

发布于 2024-11-11 15:18:41 字数 349 浏览 3 评论 0原文

我正在评估 CRM 2011 以替换现有应用程序,并且对安全性和按客户(或帐户)隔离信息有一些疑问。

我有一个“客户”的自定义实体。有许多与“客户端”相关的自定义实体构成了需要捕获的数据。

我想限制特定团队/用户在特定客户端上工作,并且仅查看他们有权访问的那些客户端的数据。

我看到单个实体可以分配给团队/用户,但我需要客户锁定所有相关实体,以便普通用户

  1. 看不到属于其他客户的视图或搜索中的记录。
  2. 无法创建或访问其他客户的记录。

这可以在 CRM 2011 中完成吗?如何?

另外 - 是否可以限制流程/工作流程仅在特定客户的记录上运行或触发?

I'm evaluating CRM 2011 to replace an existing app and and have some questions about security and segregating information by Client (or Account).

I have a custom entity for 'Client'. There are lot of custom entities that are related to 'Client' which consitute the data needed to be captured.

I would like to limit specific teams/users to work on specific clients and see only the data for those clients that they have access to.

I'm seeing that individual entities can be assigned to teams/users but I need all related entities to be locked down by Client so that regular users

  1. Dont see records in views or searches that belong to other clients.
  2. Can't create or access records for other clients.

Can this be done in CRM 2011? How?

Also - is it possible to limit processes/workflows to operate or trigger on records of specific clients only?

如果你对这篇内容有疑问,欢迎到本站社区发帖提问 参与讨论,获取更多帮助,或者扫码二维码加入 Web 技术交流群。

扫码二维码加入Web技术交流群

发布评论

需要 登录 才能够评论, 你可以免费 注册 一个本站的账号。

评论(1

杀お生予夺 2024-11-18 15:18:41

也许最简单的事情就是将安全性建立在业务部门的基础上。客户组及其相关记录都将位于同一个业务部门中,只要将他们的安全角色设置为仅允许访问其自己业务部门中的记录,就可以了。

对于仅在特定客户端上触发的工作流程,这取决于确切的要求。您当然可以检查客户的业务部门作为工作流程的第一步,然后根据该情况继续或退出。如果事情更复杂,您可以编写自定义工作流程序集来为您进行检查。

Probably the easiest thing to do would be do base your security on business units. Groups of clients an their related records would all be in the same business unit, and as long as you set their security roles to only allow access to records in their own business unit, that would work.

For workflows that only trigger on particular clients, it depends on the exact requirements. You could certainly check the business unit of the client as the first step in the workflow and continue or exit based on that. If it's something more complex, you can write a custom workflow assembly to do the check for you.

~没有更多了~
我们使用 Cookies 和其他技术来定制您的体验包括您的登录状态等。通过阅读我们的 隐私政策 了解更多相关信息。 单击 接受 或继续使用网站,即表示您同意使用 Cookies 和您的相关数据。
原文