Book Image

Microsoft Dynamics 365 Extensions Cookbook

Book Image

Microsoft Dynamics 365 Extensions Cookbook

Overview of this book

Microsoft Dynamics 365 is a powerful tool. It has many unique features that empower organisations to bridge common business challenges and technology pitfalls that would usually hinder the adoption of a CRM solution. This book sets out to enable you to harness the power of Dynamics 365 and cater to your unique circumstances. We start this book with a no-code configuration chapter and explain the schema, fields, and forms modeling techniques. We then move on to server-side and client-side custom code extensions. Next, you will see how best to integrate Dynamics 365 in a DevOps pipeline to package and deploy your extensions to the various SDLC environments. This book also covers modern libraries and integration patterns that can be used with Dynamics 365 (Angular, 3 tiers, and many others). Finally, we end by highlighting some of the powerful extensions available. Throughout we explain a range of design patterns and techniques that can be used to enhance your code quality; the aim is that you will learn to write enterprise-scale quality code.
Table of Contents (12 chapters)

Configuring access based on hierarchical positions


As of Dynamics CRM 2015, users that belong to certain hierarchies may be able to access their direct reports' records without the need for sharing.

Hierarchy works using either Manager Hierarchy (based on the user's manager hierarchy) or Position Hierarchy. In this recipe we will focus on the latter.

Getting ready

To configure security hierarchies, you will need a System Customizer or higher security role. More specifically, when changing or assigning positions, you will require the Assign a position to a system user and Change hierarchy security settings privileges. Both these privileges are available by navigating to Business Management | Miscellaneous Privileges.

How to do it...

  1. Navigate to Settings | Security | Hierarchy Security.
  2. In the Hierarchy Security form, enter the following:
  • Tick Enable Hierarchy Modeling
  • Select Custom Position Hierarchy
  • Set Hierarchy Depth as 3
  • The Hierarchy Security dialog will look as per this screenshot:
    1. Click on Configure...