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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Creating a security ro...
Customer experience | Sales, Customer Insights,...
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Creating a security role to restrict the use menu options on any form

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Posted on by Community Member

Can I create a security role that will restrict a User from clicking on certain menu items on any form? If so, how would I go about doing so?

The option I'm particularly trying to render inoperable or "greyed out" is the "Deactivate" icon.

Menu-Option.jpg

We're currently operating on CRM 2015 (On-Prem).

Thanks in advance for any assistance!

Jose V.

  • Community Member Profile Picture
    Community Member on at
    RE: Creating a security role to restrict the use menu options on any form

    Thanks Kenneth,

    This would be an ideal solution, but unfortunately our company is "light-years" away from incorporating PowerApps at the moment.

    What I wish to achieve needs to be performed within the out-of-the-box configuration limits of CRM 2015 on-prem.

    I know that editing the privileges on the security role can hide the Deactivate icon. However; that would mean removing the Writing privileges and the security role must have Writing privileges so that the User can make the necessary updates to the form. We just need to prevent them from clicking on the Deactivate icon.

    So, is what I'm asking even doable within the out-of-the-box configuration limits of CRM 2015 on-prem?

  • Suggested answer
    Kenneth Ariel Chaves Herrera Profile Picture
    Kenneth Ariel Chave... on at
    RE: Creating a security role to restrict the use menu options on any form

    Hi, 

    Please follow this documentation to build what you are looking for:

    Control access to model-driven app forms in Power Apps - Power Apps | Microsoft Docs

    If this was helpful, please check it as verified to help others finding useful information.

    Welcome to this amazing community.

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