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Project Summary

The Account Password Protection customization is a customization for CRM 3.0 that disables pertinent Account data fields when the Account becomes a “Customer” (CustomerTypeCode = “3”). As a Customer record, only users with the “Account Password Add-on” role can access these data fields. To do so, they must register a User Name and Password in a custom CRM entity (Account Password). The password data is stored in a single record. Once registered, the users can “open up” the disabled data fields on a given Account record by clicking an “Edit Account” button in the “Unlock Account” tab and passing their User Name and Password. Valid users can only create 1 Account Password in CRM, which applies to all CRM Account Records (regardless of Ownership).

Included in this download are the necessary CRM entity customization and Workflow XML files, a simple “add-on” User Role (for access to the custom Account Password entity), client-side JScript source code for the Account and Account Password entities, and a utility for importing CRM User Roles.

This solution was designed using the CRM August 2007 VPC. It is intended to be tested in a development environment before being used in production. Due to being a native to the August 2007 CRM VPC, some additional Account customizations will only function in this environment.

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In a Nutshell, Account Password Protection for CRM 3.0...

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