Sample: Retrieve field permissions

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

This sample requires additional users that are not in your system. Create the required users manually in Office 365 in order to run the sample without any errors. For this sample create a user profile as is shown below. Replace yourorg with the organization name.

First Name: Samantha
Last Name: Smith
Security Role: Marketing Manager
UserName: ssmith@yourorg.onmicrosoft.com

Note

This sample applies to both Dynamics 365 Customer Engagement (on-premises) and Dataverse.

How to run this sample

To obtain a local copy of all samples and build them, follow these steps:

1. Download or clone the Samples repo so that you have a local copy.
2. (Optional) Edit the dataverse/App.config file to define a connection string specifying the instance/organization you want to connect to.
3. Open the sample solution in Visual Studio and press F5 to run the sample. After you specify a connection string in dataverse/App.config, any sample you run will use that connection information.

If you don't specify a connection string in dataverse/App.config file, a dialog opens each time you run the sample, and you'll need to enter information about which instance or org you want to connect to and which credentials you want to use. This dialog caches previous connections so that you can choose a previously used connection.

What this sample does

The FieldPermission class is intended to be used in a scenario where it contains the data that defines the possible field permission types.

How this sample works

In order to simulate the scenario described in What this sample does, the sample will do the following:

Setup

1. Checks for the current version of the org.
2. Gets the user information that you have created manually in Office 365.
3. The QueryExpression method retrieves the security role needed to assign to the user.
4. The Team method instantiate a team entity record and set its property values.

Demonstrate

1. The FieldSecurityProfile method creates field security profile.
2. The AssociateRequest method adds team and user to the profile.
3. The CreateEntityRequest method creates a new custom activity entity for the sample.
4. The RolePrivilege method adds privileges for the new custom entity.
5. The AddPrivilegeRoleRequest method creates and execute the RolePrivilege method.
6. The FieldPermission method creates field permission object for identity.

Clean up

Display an option to delete the records created in the Setup. The deletion is optional in case you want to examine the entities and data created by the sample. You can manually delete the records to achieve the same result.