Skip to main content

Notifications

Customer experience | Sales, Customer Insights,...
Suggested answer

Creating a security role to restrict the use menu options on any form

(0) ShareShare
ReportReport
Posted on by Microsoft Employee

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 Microsoft Employee 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
    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.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Announcing Category Subscriptions!

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Verified Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,359 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,370 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans