Advertisements

Dynamics Crm 2013 Access Teams – Demysitified

By now many of you might have already explored the concept of Access Teams that has been introduced with CRM 2013. If not then I would suggest to go through it. Personally i kind of liked it as it helped me to escape sufficient amount of coding in my current project.

In this post, I will not explain how CRM 2013 Access Teams work functionally. But I would rather explore as to what does CRM do underneath to make it work.

I have logged in to CRM with a user who has sales person security role in CRM. I have a custom entity called ‘Test Entity 1’ in my CRM. The sales person security has the following privileges on the Test Entity 1. Check for the screenshot below.

screen 30

Now I have also created an access team template for Test Entity 1. I have configured the Access Teams on the form of Test Entity 1 and opened a record of the entity called ‘Test Entity Record 1‘. Check for the screenshots below.

screen 31

screen 32

Now I go ahead and add the user ‘Test Crm User 1′ in the access teams grid of the opened record. The user now have the privileges to this record as per provided in the access team templates.

screen 33

Let’s check now how is this made possible in CRM.

I open SQL server database and query the Teams table order by createdon descending and following is the result i get.

screen 34

Carefully look at the Team Name – 33835ea1-978d-e311-b84b-463500000031+5c2bde09-60c8-e311-9bb1-463500000031

Let’s check what the first guid refers to. When I query the PrincipalObjectAccess table with the ObjectId = 33835ea1-978d-e311-b84b-463500000031′, the following is result I get.

screen 35

Here objecttypecode = 10005 in my system is the Test Entity 1 entity. So CRM underneath created a new Team and shared the record with the newly created team. The principalid field value is nothing but the ID of the team.

So now let’s explore the second guid of the team name  – ‘5c2bde09-60c8-e311-9bb1-463500000031′.

This is nothing else but the id of the access team template. Please check for the screenshot below.screen 36

Now what happened to the user that has been added to the access team. Let’s pull out the team from the advanced find view.

screen 37

screen 38

 

screen 39

So we can see that user is added as a member of the team. So if one more user is added to the access team, internally crm would add the user as a member of this team

Hope this helps you in understanding the underlying structure of CRM 2013 Access teams.

 

Advertisements

About Debajit
I am a Dynamics CRM Most Valuable Professional (MVP) with 10 years of experience in Microsoft .NET Technologies and 7 years of dedicated experience in Microsoft Dynamics CRM. I have worked with companies like Microsoft, SanDisk, PwC, TMF Group and have extensive experience of implementing complex CRM solutions from both offshore and client side. Currently the face of XrmForYou.com with significant experience in delivering corporate training on Dynamics CRM and have already delivered multiple projects to client through XrmForYou.com Author of multiple tools on codeplex including the 'Role Based Views' and 'CRM-Sharepoint Metadata manager & Attachment Extractor' which are available for commercial use under XrmForYou.com For consulting/ training, drop me a note at info@xrmforyou.com or visit our website www.xrmforyou.com

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: