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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to set permission ...
Microsoft Dynamics CRM (Archived)
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How to set permission in specific tab

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Posted on by sahara 645

I have a form that can be used by all users, in that form I have a tab, all users can watch that tab, but only a specific team can edit that tab.
I didn't find an option to restrict the use of that tab In crm permissions section management, so I turn to JS for a solution, I need to know how to "catch" that tab, how to know that a user clicked on it or using it - is there a xrm option to get it ?

On the other side if there is an option to restrict permissions to a tab using crm permission managment I would like to know where and how to use it.

Many thanks 

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  • sahara Profile Picture
    sahara 645 on at
    RE: How to set permission in specific tab

    Hey Wei Jie well in recheck of field level security  my problem is that no matter what I choose to the read update create settings of my field the data of my field shown like this ****** that is a new Issue and I will open a new topic about it

  • Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: How to set permission in specific tab

    Hi,

    Glad it is works, would you mind to share why at first you cant make it work? it would be helpful for other members.

  • sahara Profile Picture
    sahara 645 on at
    RE: How to set permission in specific tab

    Hey Wei Jie, well thanks it works!

  • Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: How to set permission in specific tab

    Hi

    can you show us the field security setting in your environment?

  • sahara Profile Picture
    sahara 645 on at
    RE: How to set permission in specific tab

    Hey Wei Jie,

    I tried to use Field security on fields but it doesn't work, a team member and non a team member can edit that field.. I did the tutorial step by step and yet everybody can edit the field... so I have no option but use JS

  • Verified answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: How to set permission in specific tab

    Hi,

    there is no permission for tab, but you can do it for field.

    maybe you can consider using field security too. No code needed and it is easier to maintain.

    [View:https://crmbook.powerobjects.com/system-administration/business-administration/field-security-profiles/:750:50]

  • Suggested answer
    Aric Levin - MVP Profile Picture
    Aric Levin - MVP 30,188 Moderator on at
    RE: How to set permission in specific tab

    There is no permissions on Tabs. There is no way that you can set a tab to read only to a particular subset of users and to read/write to another.

    Your options are to set subgrid permissions of the related entities in the tab using Security Roles, and to set the fields as Read Only using JavaScript (get particular permissions based on logged in user).

    Hope this helps.

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