Technical Blog

Control Activate and Deactivate buttons by Security Role using a JScript web resource and enhancing the RibbonDiffXml

The security model in Microsoft Dynamics CRM 2011 is extremely flexible and with the inclusion of field level security, is almost ultimately configurable. However, there is a small deficiency in the security model whereby the ability to activate and de-activate records is not independently configurable. Several of our customers have expressed a desire to allow their users to write to a record but not allow the activation or de-activation. I have posted a product enhancement suggestion on Microsoft Connect here, but in the meantime, here is how to configure an entity to only allow users with a defined security role to activate or de-activate a record: A user may activate or de-activate records from list views and within the record’s form so we must enhance the RibbonDiffXml of our chosen entity to disable these buttons depending on the result returned by a JScript web resource which evaluates the user’s security role. The following example will disable the activate and de-activate ...

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Displaying Data From a Parent Record on a Child Form Using an HTML Web Resource

A common requirement of users when viewing records such as contacts is to be able to see information which belongs to a parent record immediately on a child form so to eliminate the need to navigate up to the parent record. In CRM v4.0, an iframe in conjunction with an aspx page was needed in order to display such information and this would frequently be outside the capabilities of the system customiser. With the introduction of HTML web resources in CRM2011 we can use these in conjunction with jscript to display values from fields contained in a parent record. The header section is a nice feature in CRM2011 but it is rather limited in terms of formatting and if you are not careful, adding three or four fields vertically can quickly use up a lot of screen real estate. By using the HTML web resource, we can fit more information in a smaller amount of space. The screenshot shows an example where we have added 3 html web resources to the header in order to give the user immediate visibility of ...

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