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Security or Show/Hide views/forms on basis or role or team a user is assigned in Dynamic 365 Sales

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Posted on by Community member 4
Hello to all in community,
 
I am looking to show or hide views/forms in Dynamic 365 Sales based on the role or teams the user is assigned. I searched MS documentation and other online resources also but was not able to find any relevant info.
 
 
Please let me know how to achieve this.
 
 
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    Daivat Profile Picture
    Daivat 201 on at
    Security or Show/Hide views/forms on basis or role or team a user is assigned in Dynamic 365 Sales
    Dynamics 365 Sales doesn't offer direct view/form hiding based solely on user roles or teams.
     

    Security Roles on Forms:


       

     

    • Create multiple forms for the same entity.

    • Use Security Roles to control which forms are visible to specific roles.

    • Designate a "fallback form" with minimal information and set it as the default for everyone (unchecked "Enabled for Fallback" option).

    • Configure role-specific forms with additional fields and functionalities.

    • In the "Forms" list, use the "Form Order" dialog to prioritize forms. Role-specific forms should be ranked above the fallback form.
    Refer Manage model-driven app forms settings for more information: Control access to model-driven app forms in Power Apps - Power Apps | Microsoft Learn 
     
    If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
    If you have further questions, please feel free to contact me.
     
    Best Regards,
    Daivat Vartak
     
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    HungPham Profile Picture
    HungPham 284 on at
    Security or Show/Hide views/forms on basis or role or team a user is assigned in Dynamic 365 Sales
    Hi,
    You can find some documents as the links below
     
    Assign a security role to a form
     
    Assign a security role to a view
    Currently this feature is unavailable, it will be released in future. 
     
    You can work around this by creating views and then sharing them with appropriate users. Alternatively, you can provide training for users so they can create personal views and share them with others.
     
    Hide views
    Go to Environments > Settings > Product > Features., then turning on the option: Allow users to hide system views
     
    Add, remove forms, views from an app
     
  • Suggested answer
    PerezAguiar Profile Picture
    PerezAguiar on at
    Security or Show/Hide views/forms on basis or role or team a user is assigned in Dynamic 365 Sales
    Hey!
     
    A couple importnat notes:
    - is this a System View? then you can remove those views from the app, so users won't use it/see it. 
    - Removing the views from the app that you're sharing with others is another option.
    - Finally, if it's a personal view, you can share it with specific people.
     
    Regards,
  • Suggested answer
    JeroenS Profile Picture
    JeroenS 40 on at
    Security or Show/Hide views/forms on basis or role or team a user is assigned in Dynamic 365 Sales
    Even though it is not directly possible in the way you are describing it, you do have a few options according to me.
    To add to this, I am also not sure what the reasoning behind your requirement is?
     
    1. Customize the App to only select the views to be available you would like to see, since the app access is controlled by a security role(s) you indirectly can achieve this behaviour.
     
    2. In one of the last updates MS made it possible to let user Hide system views.
    This can then give the end user control over the experience so they can decide themselves which system view they would like to have.

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