How to restrict access to specific item in entity list in MS Dynamics CRM

Question

I have several custom entities. There are two users: user1 and user2.

For one entity type I have 2 items in the list.

I need to show only one item for user1 and only second for user2.

I tried to manage permissions via share dialog, but it can only restrict write permission, but I need to hide item from the list views.

How can I do that?

Answer 1

The CRM security model limits access to records using Security Roles. You can set up your custom entities with the privilege of Local Read, which only gives users access to read records they own.

User1 would then own Record1, while User2 would own Record2.

Alternatively, you could also look into having a hierarchy of Business Units, which also segments visibility of data.

Have a look at How role-based security can be used to control access to entities in Microsoft Dynamics CRM and The security model of Microsoft Dynamics CRM for more information.