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Sample: Retrieve field permissions

 

Applies To: CRM 2016 on-prem, CRM Online

This sample code is for Microsoft Dynamics CRM Online 2016 Update and Microsoft Dynamics CRM 2016 (on-premises). Download the Microsoft Dynamics CRM SDK package. It can be found in the following location in the download package:

SampleCode\CS\FieldSecurity\RetrieveSecuredFieldsForAUser.cs

Requirements

For more information about the requirements for running the sample code provided in this SDK, see Use the sample and helper code.

Demonstrates

This sample shows how to retrieve secured fields for a user according to the steps outlined in Field security entities.

Example



// Connect to the Organization service. 
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
{
    // This statement is required to enable early-bound type support.
    _serviceProxy.EnableProxyTypes();

    CreateRequiredRecords();

    // Create Field Security Profile.
    FieldSecurityProfile managersProfile = new FieldSecurityProfile();
    managersProfile.Name = "Managers";
    _profileId = _serviceProxy.Create(managersProfile);
    Console.Write("Created Profile, ");

    // Add team to profile.
    AssociateRequest teamToProfile = new AssociateRequest()
    {
        Target = new EntityReference(FieldSecurityProfile.EntityLogicalName,
            _profileId),
        RelatedEntities = new EntityReferenceCollection()
        {
            new EntityReference(Team.EntityLogicalName, _teamId)
        },
        Relationship = new Relationship("teamprofiles_association")
    };
    _serviceProxy.Execute(teamToProfile);

    // Add user to the profile.
    AssociateRequest userToProfile = new AssociateRequest()
    {
        Target = new EntityReference(FieldSecurityProfile.EntityLogicalName,
            _profileId),
        RelatedEntities = new EntityReferenceCollection()
        {
            new EntityReference(SystemUser.EntityLogicalName, _userId)
        },
        Relationship = new Relationship("systemuserprofiles_association")
    };
    _serviceProxy.Execute(userToProfile);

    // Create custom activity entity.
    CreateEntityRequest req = new CreateEntityRequest()
    {
        Entity = new EntityMetadata
        {
            LogicalName = "new_tweet",
            DisplayName = new Label("Tweet", 1033),
            DisplayCollectionName = new Label("Tweet", 1033),
            OwnershipType = OwnershipTypes.UserOwned,
            SchemaName = "New_Tweet",
            IsActivity = true,
            IsAvailableOffline = true,
            IsAuditEnabled = new BooleanManagedProperty(true),
            IsMailMergeEnabled = new BooleanManagedProperty(false),
        },
        HasActivities = false,
        HasNotes = true,
        PrimaryAttribute = new StringAttributeMetadata()
        {
            SchemaName = "Subject",
            LogicalName = "subject",
            RequiredLevel = new AttributeRequiredLevelManagedProperty(
                AttributeRequiredLevel.None),
            MaxLength = 100,
            DisplayName = new Label("Subject", 1033)
        }
    };
    _serviceProxy.Execute(req);
    Console.Write("Entity Created, ");

    // Add privileges for the Tweet entity to the Marketing Role.
    RolePrivilege[] privileges = new RolePrivilege[3];

    // SDK: prvCreateActivity
    privileges[0] = new RolePrivilege();
    privileges[0].PrivilegeId = new Guid("{091DF793-FE5E-44D4-B4CA-7E3F580C4664}");
    privileges[0].Depth = PrivilegeDepth.Global;

    // SDK: prvReadActivity
    privileges[1] = new RolePrivilege();
    privileges[1].PrivilegeId = new Guid("{650C14FE-3521-45FE-A000-84138688E45D}");
    privileges[1].Depth = PrivilegeDepth.Global;

    // SDK: prvWriteActivity
    privileges[2] = new RolePrivilege();
    privileges[2].PrivilegeId = new Guid("{0DC8F72C-57D5-4B4D-8892-FE6AAC0E4B81}");
    privileges[2].Depth = PrivilegeDepth.Global;

    // Create and execute the request.
    AddPrivilegesRoleRequest request = new AddPrivilegesRoleRequest()
    {
        RoleId = _roleId,
        Privileges = privileges
    };
    AddPrivilegesRoleResponse response =
        (AddPrivilegesRoleResponse)_serviceProxy.Execute(request);

    // Create custom identity attribute.
    CreateAttributeRequest attrReq = new CreateAttributeRequest()
    {
        Attribute = new StringAttributeMetadata()
        {
            LogicalName = "new_identity",
            DisplayName = new Label("Identity", 1033),
            SchemaName = "New_Identity",
            MaxLength = 500,
            RequiredLevel = new AttributeRequiredLevelManagedProperty(
                AttributeRequiredLevel.Recommended),
            IsSecured = true
        },
        EntityName = "new_tweet"
    };
    CreateAttributeResponse identityAttributeResponse =
        (CreateAttributeResponse)_serviceProxy.Execute(attrReq);
    _identityId = identityAttributeResponse.AttributeId;
    Console.Write("Identity Created, ");

    // Create custom message attribute.
    attrReq = new CreateAttributeRequest()
    {
        Attribute = new StringAttributeMetadata()
        {
            LogicalName = "new_message",
            DisplayName = new Label("Message", 1033),
            SchemaName = "New_Message",
            MaxLength = 140,
            RequiredLevel = new AttributeRequiredLevelManagedProperty(
                AttributeRequiredLevel.Recommended),
            IsSecured = true
        },
        EntityName = "new_tweet"
    };
    CreateAttributeResponse messageAttributeResponse =
        (CreateAttributeResponse)_serviceProxy.Execute(attrReq);
    _messageId = messageAttributeResponse.AttributeId;
    Console.Write("Message Created, ");

    // Create field permission object for Identity.
    FieldPermission identityPermission = new FieldPermission();
    identityPermission.AttributeLogicalName = "new_identity";
    identityPermission.EntityName = "new_tweet";
    identityPermission.CanRead = new OptionSetValue(FieldPermissionType.Allowed);
    identityPermission.FieldSecurityProfileId = new EntityReference(
        FieldSecurityProfile.EntityLogicalName, _profileId);
    _identityPermissionId = _serviceProxy.Create(identityPermission);
    Console.Write("Permission Created, ");

    // Create list for storing retrieved profiles.
    List<Guid> profileIds = new List<Guid>();

    // Build query to obtain the field security profiles.
    QueryExpression qe = new QueryExpression()
    {
        EntityName = FieldSecurityProfile.EntityLogicalName,
        ColumnSet = new ColumnSet("fieldsecurityprofileid"),
        LinkEntities =
        {
            new LinkEntity
            {
                LinkFromEntityName = FieldSecurityProfile.EntityLogicalName,
                LinkToEntityName = SystemUser.EntityLogicalName,
                LinkCriteria = 
                {
                    Conditions = 
                    {
                        new ConditionExpression("systemuserid", ConditionOperator.Equal, _userId)
                    }
                }
            }
        }
    };

    // Execute the query and obtain the results.
    RetrieveMultipleRequest rmRequest = new RetrieveMultipleRequest()
    {
        Query = qe
    };

    EntityCollection bec = ((RetrieveMultipleResponse)_serviceProxy.Execute(
        rmRequest)).EntityCollection;

    // Extract profiles from query result.
    foreach (FieldSecurityProfile profileEnt in bec.Entities)
    {
        profileIds.Add(profileEnt.FieldSecurityProfileId.Value);
    }
    Console.Write("Profiles Retrieved, ");

    // Retrieve attribute permissions of a FieldSecurityProfile.
    DataCollection<Entity> dc;

    // Retrieve the attributes.
    QueryByAttribute qba = new QueryByAttribute(FieldPermission.EntityLogicalName);
    qba.AddAttributeValue("fieldsecurityprofileid", _profileId);
    qba.ColumnSet = new ColumnSet("attributelogicalname");

    dc = _serviceProxy.RetrieveMultiple(qba).Entities;
    Console.Write("Attributes Retrieved. ");

    DeleteRequiredRecords(promptforDelete);
}

Microsoft Dynamics CRM 2016 and CRM Online

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