Sign In Start Free Trial
Account

Add to playlist

Create a Playlist

Modal Close icon
You need to login to use this feature.
  • Microsoft Dynamics 365 Extensions Cookbook
  • Toc
  • feedback
Microsoft Dynamics 365 Extensions Cookbook

Microsoft Dynamics 365 Extensions Cookbook

3.8 (6)
close
Microsoft Dynamics 365 Extensions Cookbook

Microsoft Dynamics 365 Extensions Cookbook

3.8 (6)

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)
close

Setting up Access Teams


Access Teams are a relatively new addition to Dynamics 365. The feature was introduced in Dynamics CRM 2013 as a solution for large-scale sharing.

Access Teams enable security on a per-record basis and is easier to manage and control than record sharing. Furthermore, Access Teams can be manipulated using the SDK, making it a good candidate for security extensions to deal with complex security requirements.

Here we will focus on manually populated Access Teams where we define a template for an entity. The team is automatically created by Dynamics 365 for each record of that type when a user is manually added. We'll create the template for Accounts.

Getting ready

To create an Access Team template, the entity in question needs to be enabled for Access Teams. By default, the Access Teams feature is not enabled. To enable it, navigate to your customization area: Settings | Solutions | Packt | Entities | Account. In the general details of the entity (in our case, Account),...

Unlock full access

Continue reading for free

A Packt free trial gives you instant online access to our library of over 7000 practical eBooks and videos, constantly updated with the latest in tech
bookmark search playlist download font-size

Change the font size

margin-width

Change margin width

day-mode

Change background colour

Close icon Search
Country selected

Close icon Your notes and bookmarks

Delete Bookmark

Modal Close icon
Are you sure you want to delete it?
Cancel
Yes, Delete