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MSCRM 4.0: Changing Security Roles for Custom Entities

Posted on 2010-09-23
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Last Modified: 2012-05-10
I am attempting to change the security roles of some custom entities from full organizational level to parent/business unit (or just business unit) but my only choices are organizational level access (solid green) or no access (red circle)

I have checked other custom entities that I can modify to business unit or any other level and found that these have a relationship to business unit and have an ownership of User.  The entities I cant change have an ownership of Organization.

Is this the problem or is there something else I should be doing? Note: I am changing the security roles from the highest organizational level.

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Question by:apollo7
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Feridun Kadir earned 2000 total points
ID: 33754323
Custom entities that have an ownership of organization are meant for records that do not need user ownership and the behaviour you are seeing is correct.

The ownership setting can only be made when the custom entity is created so if it is wrong I'm afraid that your only option is to start again with that entity or put up with what you have.

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by:apollo7
ID: 33760517
Thanks, feridun
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