Microsoft Dynamics CRM Security – The “Append” and “Append To” Rights

Here’s an easy example to visualize the distinction between the Append and Append To rights in Microsoft CRM Security Roles.

Here’s an easy example to help remember the distinction between the Append and Append To Rights defined in CRM's Security Roles.

Consider the situation when a user needs to set the Parent Customer field on the Contact. Beyond the obvious ‘write’ permission on the contact, they also need the “Append” right for that Contact and the “Append To” right for the intended parent Account record.

Append vs Append To

For more information, Joel Lindstrom provided an explanation in this blog post. (http://blog.customereffective.com/blog/2009/11/microsoft-crm-append-vs-append-towhats-the-difference.html)

Comments

  1. Neilabenson on

    Remember the tale of the Wall and the Post-it Note?
    To stick a Post-It Note to a Wall, you need the Append privilege for Post-It Notes and the Append To privilege for Walls.
    Easy!

    Reply

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