Hide OOTB button based on user's security role

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Posted on by Prashant Bhojani

Hello,

I am using Microsoft Dynamics CRM 2016 and have below requirement:

1. Hide the OOTB button on any entity for all those users whose security role is not system administrator

I have checked and searched for the same and found the below link but it depends on the Entity privilege, so I can not use that

https://ribbonworkbench.uservoice.com/knowledgebase/articles/76681-hide-a-standard-out-of-the-box-button-based-on-a

I have also tried to do this via setting Display rule in Ribbon workbench, but I am getting the below option for that, so which one should I choose in order to achieve the same?

1680.RibbonWorkbench.png

Is there any other way I can achieve this functionality through Ribbon workbench or anything else?

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Community Member on at

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You can get current users Security Role using below javascript:

msdynamicscrmblog.wordpress.com/.../get-login-user-role-names-in-javascript-in-dynamics-crm-2011

You can't use javascript rule to Display Rule but in Enable rule you can use it.

If you want to enable and disable it then i would suggest to use javascript rule.

One more way to do it is to create a new custom two option field and populate it using javascript based on role to 0 or 1. Then you can use the Display Value Rule

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Nithya Gopinath 17,078 on at

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Hi,

See the links below.

www.powerobjects.com/.../solving-security-headaches-display-rules-based-on-security-roles

community.dynamics.com/.../167049

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Moshe Hayun 365 on at

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Hi,

You can quite do what is described in the link you provided.

You should look for an entitiy that only System Administrator have some provileges on it, e.g. Delete on SDK Message processing step (if you have some users with System Customizer role, look for another privilege - Create of SystemUser) and use it on your Entity Privilege Rule.

Entity Privilege Rule does not mean that the entity must be the same as the one for which we implement the rule.

Have a nice day

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Kristian Cole 290 on at

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JavaScript hide/show would be best.

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Sairam89 244 on at

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Ribbon Workbench Direct Security Role Based Hiding of button is not Possible ,you can use Enable Rules to hide the button .

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