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Microsoft Dynamics 365 | Integration, Dataverse...
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How to block personalization possibility for a group

Posted on by Microsoft Employee

Hello,

Due to the compliance procedures I need to create a personalization for a given page, publish it to a given group of users (this can be done by a role, so it's fine) and block possibility of personalize the page for those users. 

Is there a possibility to Personalisation access management for users having given role, as a group, not one by one? In other words, I would like to publish personalization of a table with limited data and not allow users to filter the columns/add new etc.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to block personalization possibility for a group

    I also have a similar requirement - and it doesn't seem like there is a data entity for it either.

    I have created an Idea here: experience.dynamics.com/.../

    Please Upvote! (And anyone else reading this with similar requirements)

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to block personalization possibility for a group

    Dear Mattguo,

    I work on Dynamics F&O and there is possibility to limit the possibility of personalization for a specific user, for a given page (view). System administration->Setup->Personalization->User settings. 

    pastedimage1617267280255v1.png

    I'm looking for similar solution but for role. Or by entity. Or any other solution I can use for mass change.

    Best regards,

    Lidia

  • MATTGUO Profile Picture
    MATTGUO 22,306 on at
    RE: How to block personalization possibility for a group

    Hi Lidias,

    Which specific product are you using?

    If Dynamics 365 F&O, system can not stop specfic user/group from accessing the personalization, it only works for all users.

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