Dynamics Community Forum Thread Details

Dynamics 365 Marketing " Go live" Security Role permission

Hi Kfaradie,

You should download Ribbon Workbench to hide ribbon button.

Please read article below for way of hiding the buttons without code:

https://www.powerobjects.com/blog/2016/05/17/solving-security-headaches-display-rules-based-on-security-roles/

You could take my steps if you would like to do it with code, which I thought it would be simple and straightforward.

0. As marketing email entity as example.

1. Add Marketing email entity and our javascript web resource(optional if you had added in customization) into a new solution.

4035.pastedimage1575516294887v1.png

2. Only add designer form.

2664.pastedimage1575516408338v2.png

Notes for 1 & 2:

-> Ribbon Workbench might be stuck and gets error if we added too many components in a solution

-> We just add necessary components

-> 1 & 2 are also required if you want to do hide customization without code.

3. In ribbon button editor page, go to Form section(1),

find the Go Live button(2),

click Customise Command(3, I've customised it)

3022.pastedimage1575524235638v3.png

4. select command on the button(1),

add an Enable rule to the button(2),

apply the rule to the button(3)

6567.pastedimage1575524438338v4.png

5. give a custom name to Id property, that's our custom rule name(1),

add a custom rule(2),

add our hide function and its web resource.(3)

3731.pastedimage1575524586183v5.png

6. Web resource code(demo):

function enableRuleFun() {
  var currentUser = Xrm.Utility.getGlobalContext().userSettings.userName;
  var permittedUsers = ["Admin"];
  //var permittedUsers = ["MOD Administrator"];
  if (permittedUsers.indexOf(currentUser) > -1) {
    return true;
  } else {
    return false;
  }
}

My current user name is MOD Administrator, because it not exists in permittedUsers array,

so Go Live button will be hidden for me.(Unless there is a user named Admin)

Hope above methods help.

Regards,

Clofly

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