Customer experience | Sales, Customer Insights,...

Can I restrict a users access to certain products & pricing?

(0) Share

Report

Posted on by MichelleM

257

Is it possible to restrict a users access so that they can only see certain products in the catalogue, or to restrict their access to a certain pricelist so they cannot see that products pricing or add it to an Opportunity/Quote?

Can this be done with Teams / Business Units / Security Roles?

Thanks.

All responses (4)

Answers (0)

Suggested answer

Abdul Wahab 12,085 Moderator on at

Like (0)

Report
RE: Can I restrict a users access to certain products & pricing?

Hi MichelleM & Dan365,

To restrict users on the form. Use :

formContext.getControl(arg).addCustomFilter(filter, entityLogicalName). For more detais: https://learn.microsoft.com/en-us/power-apps/developer/model-driven-apps/clientapi/reference/controls/addcustomfilter

formContext.getControl(arg).addCustomView(viewId, entityName, viewDisplayName, fetchXml, layoutXml, isDefault). For more details: https://learn.microsoft.com/en-us/power-apps/developer/model-driven-apps/clientapi/reference/controls/addcustomview

For the Home screen use message Retrieve or RetrieveMultiple. For more details:

https://learn.microsoft.com/en-us/power-apps/developer/data-platform/reference/entities/sdkmessage

https://community.dynamics.com/365/f/dynamics-365-general-forum/417570/is-it-possible-to-set-a-filter-at-the-model-driven-app-level-for-an-entity
Dan365 37 on at

Like (0)

Report

RE: Can I restrict a users access to certain products & pricing?

Hi MichelleM, I'm looking for the exact same thing. Did you have any luck in finding a way to control which users can access which products and which price lists?
MichelleM 257 on at

Like (0)

Report

RE: Can I restrict a users access to certain products & pricing?

Thanks for your reply Nya, unless I am misunderstanding, wouldn't these solutions stop them seeing the price on all products?

We need them to see the price on some, but not others.
Suggested answer

Nya 29,060 on at

Like (0)

Report

RE: Can I restrict a users access to certain products & pricing?

Hi,

The Default Price List is one of the fields in Product entity, so if you'd like to hide it to certain users, you could consider to use field level security feature.

Ref: Field-level security - Power Platform | Microsoft Docs

And for the related price lists, please refer to the following post.

(+) Tip – Manage access to Price Lists in Dynamics CRM - Dynamics 365 Sales Community

To avoid adding the product to an Opportunity/Quote, you just need to remove the append / append to privileges for the security role of the user.