Hello,
Our customer wants to be able to provide access to a custom CRM report to
their Accounts.
An Account can view only that one report and only for their account record.
The Account should not be able to see any CRM records (even their Account
record) - only the custom report.
What is the best way to implement this requirement?
Thanks in advance.
TOG

Hi,
If you are looking to provide access to Accounts then basically you need to
develop a new custom developed interface. If you use MS CRM interface then
you need to have CRM license. My suggestion will be to develop a website
using CRM SDK. Add attributes of userid and password to Account entity.
Provide these login details to your accounts. Provide the functionality in
your custom developed website to let Accounts login and see their desired
data. You will need to control the roles and access to data in your website.

--
uMar Khan :: MS CRM MVP
CRM Freelance Consultant
Email :: imumar at gmail dot com
Blog :: http://umarkhan.wordpress.com
MVP :: https://mvp.support.microsoft.com/de...file/umar.khan


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