Microsoft Dynamics CRM Append v/s Append To

Append v/s Append To
Let’s take the example of Accounts and Opportunities.  In this relationship, “Accounts” is the parent and “Opportunities” is the child.  Say a user needs to be able to relate Opportunities to Accounts, either through the lookup field on the Opportunity, or through the “Opportunities” area on an account.

In this example, a user must have “Append” permissions on Opportunities (child) and “Append To” permissions on Accounts (parent).  I think of it this way—on Opportunities side i am APPENDING the opportunity, and on the Accounts side I’m allow something(Opportunities) to APPENDING TO to me.

Let's go throght it step by step:

1. Create a Security Role(Append/Append To Test Role), you can copy an existing role and do some modification, and set access level for "Append" and "Append To" to none for opportunity, account and contact entity.

2. Now Login to CRM as Append/Append To Test Role and create new opportunity and you will now notice both contact and account look ups are locked.

As well, you will notice the plus button of Opportunity area on Account has disappeared

3. Let's update the opportunity "Append" privilege to orgnization leve(does not really matter which level) first. which means I am Appending the opportunity. Remember at this step we only finished on side.

4. Now Login to CRM as Append/Append To Test Role and create new opportunity and you will now notice both contact and account look ups are still locked.Because you are still missing the permission on the other side.

5. Update the Account "Append To" privilege to orgnization leve(does not really matter which level). which means I am allowed somthing(Opportunities) to Appending To me.

6. Now if you open opportunity via logging in to CRM as Append/Append To Test Role you will see account look up is unlocked.

As well, you will notice the plus button on Account form.

Contact look up is still locked, because i have not done any permission for it yet, you can try by your self.