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

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Posted on by MichelleM 211

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.

  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,070 Super User 2024 Season 1 on at
    RE: Can I restrict a users access to certain products & pricing?

    Hi MichelleM & Dan365,

    To restrict users on the form. Use : 

    1. 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

    2. 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:

    1. https://learn.microsoft.com/en-us/power-apps/developer/data-platform/reference/entities/sdkmessage
    2.  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 Profile Picture
    Dan365 37 on at
    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 Profile Picture
    MichelleM 211 on at
    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 Profile Picture
    Nya 29,056 on at
    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.

    pastedimage1635909095835v1.png

    pastedimage1635909164097v2.png

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