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Allow Access to Buttons on form via Roles

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Posted on by Saud Jalil

I am giving access to a form in D365 by Roles,

When i add the form in Entry point of a privilege the buttons on that from doesn't show to the user when we assign that role

Suggest me the solution

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GirishS 27,827 Moderator on at

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Hi Saud,

Do the buttons have 'Needed permission' property set to manual?

Form you are referring to is standard or custom form?

Are you adding privileges from back end or through security configuration form?

Thanks,

Girish S.

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Saud Jalil 34 on at

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Hi Girish

Buttons Needed Permission Property is Set to "None"

Form is Standard form i.e. "LedgerTransVoucher"

I am adding privileges via Backend (Visual Studio)

Thanks

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Hana Xue Microsoft Employee on at

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Hi,
Can you provide a screenshot of this problem so that we can help you better.
Maybe the below link mentioned about restricting access to buttons using roles and privileges might help.
How to: Use Roles and Privileges to Restrict Access to a Button | Microsoft Learn
Best Regards,
Hana

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GirishS 27,827 Moderator on at

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Is it a normal button or menu item button?

If it's a menu item button, then it will be mapped to some menu item - You need to add that menu item to your custom privilege also under entry point.

Thanks,

Girish S.

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Saud Jalil 34 on at

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Its is Menu Item button (I already have added that DMI into Entry Point of That privilege)

It is not letting me change the "Needed Permission" Property of that Button

Is there any table involved that i need to give access ???

Should i extend that form to change Button Property ???

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GirishS 27,827 Moderator on at

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No need to change the Needed permission property of the menu item button. I have just asked for confirmation to check if it is set to None.

Also, you are directly changing the property of the standard form which is not applicable - If you want to do any changes on the form - You need to right click the form - Click on create extension - It will create extension form on your project - You need to edit that form only - If you are directly editing the standard form then you will get the below error only.

Coming to your issue - better option will be open that form in the front end - Navigate to Options >> Security diagnostics >> It will display all the security related information of the form including privileges - Duty - roles - You can add that privilege to your custom role.

Also, after adding the menu item button to the entry point have you set the access level property?

Also check whether that menu item button is overridden with Deny permission under security configuration form.

Thanks,

Girish S.

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Suggested answer

Mohit Rampal 12,565 Moderator on at

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Hi Saud, If you are referring to 'Base' menu item button in LedgerTransVoucher form then you don't need to add it in security privilege. There is a standard security privilege 'View transaction origin information' just for this menu item. Can you try adding it in the security role from Security Configuration form.

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Mohit Rampal 12,565 Moderator on at

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Also, you can check if you have set 'access level' property for entry point in your security privilege.

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André Arnaud de Cal... 300,955 Super User 2025 Season 2 on at

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Hi Saud,

I wrote several blogs related to your question. Have a look at this one as a start: Securing a menu item is not enough - form parts - Dynamicspedia

Like mentioned by other volunteers, as this is a menu item button, you should grant access via privileges and duties.

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