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The documentation for the Dynamics security model (msdn.microsoft.com/.../gg334673.aspx & msdn.microsoft.com/.../gg328567.aspx) states that in order to relate two records together a user needs Append To and Read privileges on the parent Entity and Append and Read permission on the child Entity.

In practice it seems like a Dynamics CRM 2013 subgrid will not let a user relate records unless they also have at least user level Create privileges on the child Entity. Using the Dynamics SDK to relate two records together works as expected, however when in the Dynamics UI, clicking on the '+' button to begin in a subgrid to relate two records together does nothing unless the user has Create privileges.

Curiously I've also noticed that while clicking on the '+' button does nothing, if I refresh the page afterwards I always get one of those "Dynamics has encountered an error" popups, perhaps this is a bug with Dynamics?

At any rate this is a pretty breaking problem for us as we have plenty of “reference data” Entities in an N:N relationship that users should be able to relate existing records with, but not create new records.

Is anyone else aware of this problem? Is there some kind of workaround or setting that I'm missing?

(Link to issue on Dynamics CRM forums: https://community.dynamics.com/crm/f/117/t/119729.aspx)

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3 回答 3

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我向微软提出了这个问题，他们已经正式承认这是一个错误。该修复程序将在更新汇总 2 中发布。

于 2014-02-03T02:54:40.007 回答
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当您单击子网格上的“+”时，您的子网格可能会创建一个新记录，或者可能会给您一个关联记录的选项，具体取决于您的子实体的配置方式。为了完整起见，我将详细说明如何获得关联或创建新记录的选项。

提供关联选项

  • 在子项上（例如联系人） 不能要求查找父记录（例如帐户）。如果需要查找，CRM 将自动创建一个新表单（在此示例中为联系人）并将其弹出到新选项卡/窗口中。如果这是您的问题，并且您需要查找父级，您可能希望不需要查找父级，然后使用加载 javascript 要求该字段。

创建新记录并弹出到新选项卡/窗口

  • 要求在子帐户上查找父母，或者；

  • 使用您选择的功能区编辑器隐藏子记录上的“添加现有”按钮

于 2014-01-23T22:13:25.157 回答
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这是一个已知错误，已在更新汇总 2 中修复

于 2014-05-12T13:05:47.093 回答