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Want to restrict Business Portal
data so your salespeople only see information about their own
customers? You can do it by using a secure data access policy. A
secure data access policy is a row-level restriction that is
applied to a data permission.
Here are the steps to help you
restrict data using a secure data access policy:
- Open the Manage Data
Permissions page: Site Settings > Users and Permissions > Manage
Data Permissions.
- Expand Customer and click
Customer - All.
- Click the Data Restrictions tab, and then click the
Modify
button. The Modify Restriction Policies dialog box appears.
- Select the By Salesperson restriction, then click
OK.
The previous step restricts data based on the Business Portal
user's salesperson ID. Next, make sure that the Business Portal
user is mapped to a salesperson ID.
- Navigate to Site Settings > Users and Permissions > Manage
Business Portal Users.
- Select a user.
- Click the Roles tab, and then
click the Modify button. The
Modify Roles dialog box appears.
- In the Role/Company field, select the appropriate salesperson
and company combination.
- Select a salesperson ID, and then click
OK.
All customer data that is based
on the Customer - All data permission is now restricted by
salesperson.
There are several secure data
access policies built into Business Portal. The most common
restrictions are by salesperson, employee, customer, vendor,
project manager, business manager, or multi-company. To create a
new secure data access policy requires writing code and
leveraging the Business Portal Software Development Kit.
Plumbline can assist you in creating new secure data access
policies.
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Name: Brandon Heidepriem
Team: Strategic & Emerging Technologies (SET)
Role: Senior Developer
Background: I provide consulting and development in
Microsoft Information Worker Solutions, like SharePoint,
InfoPath, and Outlook integration, development using the
Business Portal Software Development Kit for Microsoft Dynamics,
object model design assistance, and architecture design. Prior
to joining Plumbline Solutions, I began my career working for
Microsoft on the Business Framework team, researching and
developing a meta data-driven user interface and the Business
Portal Administration Console integration with SharePoint.
Likes best about consulting: Working directly with
customers and seeing our solutions satisfy their requirements. I
also enjoy working on multiple projects since each has its own
specific architecture and technologies.
Hobbies: My kids, target shooting, hockey,
motorcycles, and golf
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