Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

Disable Advance Find functionality in Dynamics 365 online

Posted on by Microsoft Employee

Hi all

 we need to disable advance functionality as it is considered a security gap. Do you know any supported way to do this?

Thanks in advance

*This post is locked for comments

  • Suggested answer
    shaboo Profile Picture
    shaboo 97 on at
    RE: Disable Advance Find functionality in Dynamics 365 online

    It is possible to achieve by doing some workaround. Can be restricted with a security role.

    Useful link

    www.crmquadrant.com/.../

  • ashlega Profile Picture
    ashlega 34,475 on at
    RE: Disable Advance Find functionality in Dynamics 365 online

    Not sure it's possible at all to see request URL in the retrieve multiple plugin

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Disable Advance Find functionality in Dynamics 365 online

    Hi,

    are you sure that you Dev did it correctly because it seems to be the type of URL for online. Here a screenshot of one trial instance:

    2018_2D00_02_2D00_22-10_5F00_38_5F00_34_2D00_Advanced-Find-_2D00_-Microsoft-Dynamics-365.png

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Disable Advance Find functionality in Dynamics 365 online

    Thanks!!!

    But I am afraid we have already tried that and it didn't work. We are online.

    Regards

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Disable Advance Find functionality in Dynamics 365 online

    Hi,

    then it will a high unsupported customization!!!

    as you can see in my previous link for onpremise installation(I hope you are), the advance find url always is the same.

    So in your Retrievemultiple plugin you could parse the url to find if it contains the "advance find" part.  http://[servername]/[organizationname]/main.aspx?pagetype=advancedfind

    Then abort the advance find and throw a message to the user.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Disable Advance Find functionality in Dynamics 365 online

    Hi all

    permissions are applied properly, this restriction cannot be solved with security roles (long history). I have been thinking about retrievemultiple plugin, but I cannot find a way to check if current retrievemultiple request comes from advance find functionality

    Regards

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Disable Advance Find functionality in Dynamics 365 online

    I totally agree with Wayne.

    Moreover if your users are a little bit clever they can find such website where they can recreate the url to access Advance find:

    community.dynamics.com/.../finding-advanced-find-in-crm-2013

    I only typed: "advance find url crm" in google and it was the 1st result

  • Suggested answer
    Wayne Walton Profile Picture
    Wayne Walton 13,726 on at
    RE: Disable Advance Find functionality in Dynamics 365 online

    Advanced find in no way violates your security policies, as long as security roles are set up correctly.  Trying to obscure this will not solve anything.  Even if you managed to remove the button from the ribbon, they could still go to "Views -> Create View" and that will open Advanced Find anyway.

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Disable Advance Find functionality in Dynamics 365 online

    Hi,

    You could make the entities non-searchable so that it wont be visible in advanced find.

    However, if you have concerns about data security then you should look for ways to restrict the security.

    Even if it is possible to hide/disable it, there are other areas users can acces the data ...for example direcr record link.

    Hope this help.

  • Suggested answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: Disable Advance Find functionality in Dynamics 365 online

    Hi Gabriel,

    I have also raised ticket to MS but no luck.

    There is no other way except entity read access removal we can not restricted entity to show in advance find.

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans