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Dynamics 365 CommunityForums Finance | Project Operations, Human Resources, ... What security role giv...

Finance | Project Operations, Human Resources, ...

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What security role gives access to the administration section of the Form Information Side bar

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Posted on by BrookTadesse

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HI I have tried to add privileges "Form Personalization" , "Client Essentials" , and Client Essentials privilege for retail trial" but I still cannot get access to the Administration section of the Form Information (see screenshot) without sys admin security.

Users want to see form and field information to generate custom reports. What forms, templated, tables do I need to giver access to in order to create either a custom role/privilege so users can see this section of the Form Information?

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André Arnaud de Cal... 304,729 Super User 2026 Season 1 on at

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Hi Brook,

There is no separate role which gives access to the Administration tab. You need to create a form extension to manage the visibility. With help of coding on the form, the tab is hidden if a user is not a system administrator.

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