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Manage security of Predifined system buttons (New/Edit/Delete) in D365FO

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Posted on by AdnDalhi

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Hello Dynamics team :)

I'm wondering if there is anyway, technicaly talking that can help us to manage the security of system predefined buttons (New/Edit/Delete) in Dynamics 365 FO Standard forms.

I know that they are fully generated by kernel and can be controlled via 2 manner

Show new button / show delete button / Edit View Mode , form design properties
If the form master datasource ( allow create / allow edit / allow delete) permit to show those system buttons

My question is generally, and technically if there is any possibilities to manage security for those buttons, like associate them to a security entry point, to a privilege and then to a Duty

Thanks :)

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André Arnaud de Cal... 301,109 Super User 2025 Season 2 on at

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Hi Adax,

You can restrict access on forms and tables. In that way, the user can't use them to do something that is restricted by security. If you create a privilege with view access on a form via a menu item, the user can't add or edit records.

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AdnDalhi 336 on at

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Hi André,

Do you mean i have to add a control reference to my security privilege, and then chose which control i need to control ? as shown in the capture

If yes, how can i select the system predefined buttons ?

and here should i add the form control ? but how can i add Sys button ?

Thanks

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AdnDalhi 336 on at

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Hi André, do you mean if i create a privilege with view access or Delete access for a form via MenuItem, this will also be availble for Sys buttons ? i dont think that there is a relation between security menu item and Managing button system .

I mean giving menu item, full control = this will not give me permission to show or manage Add/edit/Delete sys buttons.

because the mechanisms are different to manage sys buttons, they are not the same

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nmaenpaa 101,162 Moderator on at

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Delete button is enabled if you have privilege for deleting data on the form. And same logic applies to New and Edit buttons.

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André Arnaud de Cal... 301,109 Super User 2025 Season 2 on at

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Hi Adax,

You can't control the visibility of the system defined buttons using privileges. That is what I tried to explain before. You can manage the security if a user is able to create, update or delete records. The buttons will then be automatically managed (enabled/disabled) by the kernel.

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zhifeng on at

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Below topic describes the system-defined buttons,some of them can be override, some are not.

docs.microsoft.com/.../system-defined-buttons

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AdnDalhi 336 on at

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Hi André,

Can you confirm please, if i have a menu item with full control access, that's mean the user can't have also full control to manage and make

(New/Edit/Delete) sys button operations into the form, i mean we will not have Always sys buttons enabled only if the standard mechanisms

permit to show sys buttons (Form design properties (show new , show delete, edit view mode) + to manage data ( Master data source properties - allow create - allow delete - allow allow edit )

Example:

I have display menu item with full control , the associated form is "SysUsersOnline" , the properties of Main datasource in this form (Allow Create = No / Allow Delete = No / Allow Edit = No)

This is mean, in all cases the user will not be able to make data operations , even if the menu item = full control, Because the Main

datasource properties in this this form doesn't allow.

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nmaenpaa 101,162 Moderator on at

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That is correct. Only if the form developer permitted some operation at all (such as Delete), it's possible to do that operation. And you need to have privilege to do that.

Security only allows access to functions and features that the developer defined. As you can imagine, the system could not work any other way since you would end up with corrupt data (because developer could not restrict what is possible and what is bot).

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AdnDalhi 336 on at

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OK, perfect thanks to all of you :)

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