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User Permission

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Posted on by Soft Trend

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can anyone help me to make user permission for below situation
user1--> close opportunity as worn and don't close as lose
user 2-- > close opportunity as Lost and don't close as won

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Benedikt Bergmann 190 on at

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Hej,

unfortunately this is not working OOB.

What you could do is hiding/showing the Buttons based on privileges or securityroles with the Ribbon Workbench and a bit of JavaScript.

Based on Securityrole

butenko.pro/.../

Based on privileges

ribbonworkbench.uservoice.com/.../76681-hide-a-standard-out-of-the-box-button-based-on-a

//Benedikt

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a33ik 84,331 Most Valuable Professional on at

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Hello,

I agree with Benedikt - the best way is to develop some code and do some ribbon customizations.

But not all the time you have developer in team to do that or willing to use OOB functionality as much as possible. And for this case you can use real-time workflow. Something like following - us.hitachi-solutions.com/.../

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gdas 50,091 Moderator on at

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Hi,

There is a workaround without having code using Ribbon workbench , inside ribbon workbench you can find there is a Display Rule called "MiscellaneousPrivilegeRule" where you can set some predefined Miscellaneous access by which you can show/hide the button, for example here I have a user having role "Sales Manager" roles which does not have any "Duplicate Detection" privilege.

I open Ribbon workbench with opportunity entity , customize the button and add a display rule for the "Won" button with following , I have set here "Duplicate Detection" privilege depth "Basic" which means user with minimum access level "Basic" on duplicate detection can see the "Won" button , dont forget to attach display rule with the command.

Now I have assigned the "Sales Manager" role to the user and I could not see the button won for the user.

You can bring back the button by simply modifying the security role and giving access to publish duplicate detection in the security role .

Please note this is workaround , and you have to use Miscellaneous Privilege which user not needed any circumstances in future.

Another way would be using "EntityPrivilegeRule" for which you need to show hide button based on another entity access. You can also use this .

I wrote a blog for you see here -

https://goutamdascrm.wordpress.com/2020/01/06/show-hide-ribbon-button-based-on-security-role-without-writing-code-in-dynamics-365-ce/

Hope this helps.

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Benedikt Bergmann 190 on at

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Hej Goutam,

that is a good workaround.

I just would like to mention that i think it is a highly risky workaround. If it does not get documented very well or the person who implemented it stops working for the company/project it will get very hard to maintain. Since the privilege is used to show stuff that is not at all related. Just to keep it in mind.

//Benedikt

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gdas 50,091 Moderator on at

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I understand that this need to be documented , although to maintain security access I believe somewhere we should maintain documentation in our project no matter how big or small project size and its not so hard job for non-system Administrator.

And I believe you are aware about entity privilege rule which I mentioned in my below blog , you can go ahead with this if you really wanted to do code-less and configurable way. Remember doing hard-code in your code , its better to go configurable way so that a non-developer can do the enhancement in future to see the documentation. Now its up to you what you will be used.

goutamdascrm.wordpress.com/.../

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