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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to show and hide c...
Customer experience | Sales, Customer Insights,...
Suggested Answer

How to show and hide custom button as per security role and status in ms crm 365

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Posted on by Altaf Haider Taqvi 95

I have a scenario in which custom button should be hide and show as per security role and status reason. 

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  • Suggested answer
    Charles Abi Khirs Profile Picture
    Charles Abi Khirs 3,569 on at

    Hello,

    Check the below links:

    1. Show/Hide button based on security role (applied for system and custom buttons): www.powerobjects.com/.../

    2. Show/Hide button based on status reason: community.dynamics.com/.../358240

  • Suggested answer
    meelamri Profile Picture
    meelamri 13,218 User Group Leader on at

    Hello,

    Yes, you can handle this scenario with a custom rule using JavaScript !

    function IsUserHasRoles() {
    // GUID of role to check
    var roleId = "XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX";
    // Get all the roles of the Logged in User.
    var currentUserRoles = Xrm.Utility.getGlobalContext().userSettings.securityRoles;
    for (var i = 0; i < currentUserRoles.length; i  ) {
        var userRoleId = currentUserRoles[i];
        if (userRoleId == roleId) {
            // Return true if the Role matches
            return true;
        }
    }
    return false;
}

    Mehdi,

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