How to Assign Role Based Access for Dynamics 365 Contact Entity

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How to Assign Role Based Access for Dynamics 365
Contact Entity
As an enterprise organization, you have a number
of people who have access to your CRM. But that
doesnt mean all of them have to have equal
access. For this you need to use a portal with
role based access.
With this, you can set entity access permission
for different sets of user groups so that each
group gets the entity that they need, without
you having to share the data with everyone. If
you are using Dynamics PowerApps portal, here
are the step-by-step instructions to enable the
role based access for the Contact entity
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• Power Apps portal Role Based Accessibility for
  Dynamics 365 contact entity
• Steps to create web roles
• Step 1 Open PowerApps, then from Apps open
  Dynamics 365 Portal management app.
• OR
• Step 1 In Dynamics 365 Go to Sales -gt Portal
• Step 2 Go to Portal -gt Web Roles -gt Click on New

Step 3 Enter a Name fill up other details.
Then click on Save.
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• Steps to assign roles to portal users
• Step 1 Open PowerApps, then from Apps open
  Dynamics 365 Portal management app.
• OR
• Step 1 In Dynamics 365, go to Sales -gt Portal
• Step 2 Go to Portal -gt Contact, open the user
  account for which you want to assign a role.

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Step 3 Click on Related -gt Web Roles Step 4
Click on Add Existing Web Role, select roles
which you want to assign to portal users then
click on Add.
The role based accessibility in the default
portal has multiple layers and it can become
cumbersome to navigate the complex set of
permissions. However, if you want to go with a
third party solution, you can opt for the
Dynamics 365 Customer Portal for WordPress.
Compared to the default solution, the third
party solution is simpler to navigate and the
hierarchy is easier to understand. You dont
need to take multiple steps and instead you can
focus on just a few steps and get the desired
results.
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• Dynamics 365 Customer Portal for WordPress Role
  management
• Steps to create web roles
• You can create Roles and assign accessible
  modules to that role, then follow the steps
  given below
• Step 1 To create a role in CRM Click on Sales -gt
  CRMJetty
• tile.

For Unified Interface, click on Sales -gt CRMJetty
from bottom left.
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Step 2 Click on Roles. There will be a Default
role already existing along with default layout
you can create a new role by clicking on the New
button. This will open up a page to add
roles. Step 3 Fill role details like Role name,
Is Active, Description and Accessible Modules.
Click Save to create the role.
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To disable a module, select Disable option from
the status dropdown. To provide dynamic access
rights of Create, Edit or Delete check the boxes
against the respective module.
Note By default, Default groups will be assigned
to a newly created contact record. Note Access
rights of the default user group cannot be
changed. Step 4 You can also define advance
configurations for different user groups for the
features like case deflection and calendar
accessibility.
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• While creating cases from the portal, Case
  deflection feature helps your customers find
  probable solutions. If no relevant solutions are
  found, then the customer can proceed by adding a
  new case.
• It will search for a solution for the enabled
  Case Deflection subject (which belongs to
  articles or Knowledge articles categories of
  CRM). So, on enabling Case deflection option,
  you will be setting entities and respective
  categories to be searched from while the portal
  user looks for a solution.
• Note Case Deflection will only work if Articles
  or Knowledge Articles module is enabled and the
  Category is selected.
• For adding articles either for article entity or
  knowledge article entity navigate to the role
  page and click on the Add Article button.

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• Add the existing article to this user group and
  it will get visible on the portal side. Note
  For adding data from article entity, you need to
  switch to classic interface.
• You can also enable calendar for specific user
  groups. Note Calendar can only be enabled if
  Phone Calls or Appointments module is enabled.
• Steps to assign roles to portal users
• Step 1 In Dynamics 365 Go to Sales -gt Contact

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Step 2 Open portal user account (contact) for
which you want to assign a role. There will be a
field called Role Code you can change/assign a
role form that field.
The portal you choose depends on your workflow.
There are steps for two options here to help you
choose between the
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complexity you want to deal with while enabling
the feature you need.
Source h ttps//www.crmjetty.com/blog/how-to-role
-based-access- d ynamics-crm/
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