web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

News and Announcements icon
Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Suggested Answer

Extensible Data Security (xds) Security Role Case Management Form D365

(0) ShareShare
ReportReport
Posted on by
I have created many (XDS) Security Roles but when I created a security role for Case management Form (All Cases) ,its not working due to Sytem Security Role Restriction.
My Requirement is to Show User only those records which Case Category is CEP/ICO and when he create a new case than its only show CEP/ICO on CaseDetailCreate Form.
I have seen a system role where he create a temp table and a xds method on it which shows that if user has system admin rights than show records otherwise no record show on form.
Kindly Guide me how can I create this Role?
 
Thanks in Advanced
I have the same question (0)
  • Suggested answer
    Komi Siabi Profile Picture
    13,229 Most Valuable Professional on at

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Season of Sharing Community Challenge Launch!

Jump in, show your community spirit, and win prizes!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Giorgio Bonacorsi Profile Picture

Giorgio Bonacorsi 676

#2
Abhilash Warrier Profile Picture

Abhilash Warrier 633 Super User 2026 Season 1

#3
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 624 Super User 2026 Season 1

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans