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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / How to add privilege f...
Finance | Project Operations, Human Resources, ...
Suggested answer

How to add privilege for standard form button controls

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Posted on by John Bright 122
Hi experts! 
I am trying to add some form control buttons which does not have a menu button to a privilege and trying to deny it so that my role will not be able to view it. I understand this can be done by setting up needed permission to manual but that will affect all the other standard roles which should have access to the button, right? I am trying to achieve this by not setting the property to manual. Below are the things that I tried and didn't work. 
 
1) Tried setting up the needed access level to manual but this messes up with the other standard security roles. 
2) Tried creating a new menu item with the same form and assign that only to the privilege I need and hide those buttons via code if the form is opened with my menu item. But system admin will be able to see both the forms which will be odd. 
 
Can anyone help me with this? Thanks in advance. 
  • John Bright Profile Picture
    John Bright 122 on at
    How to add privilege for standard form button controls
    Hi Waed, 
    I guess the solution you suggested is possible only when we give the button's "Needs permission" property to "Manual" which will in turn affect all the standard roles that has the button's access. 
     
    Hi Layan, 
    That's right! I am just checking whether is there any solution that we could apply in which all the other standard roles won't get affected. 
     
    Regards, 
    John Raj Bright
  • Suggested answer
    Waed Ayyad Profile Picture
    Waed Ayyad 8,415 Super User 2025 Season 1 on at
    How to add privilege for standard form button controls
    Hi,
     
    Try to create a new role, add the buttons under a security role, and assign it to all users you want to grant them.
     
     
    Thanks,
    Waed Ayyad
    If this helped, please mark it as "Verified" for others facing the same issue
     
  • Layan Jwei Profile Picture
    Layan Jwei 7,820 Super User 2025 Season 1 on at
    How to add privilege for standard form button controls
    Hi,
     
    Is this form control bound to a datasource or not?
     
    And in general, if you use manual for the needed permission property, then yes all roles will stop having access, except for the sys admin. So you will need to add this form control under a privilege node or a security role node in order for other roles to have access back.
  • John Bright Profile Picture
    John Bright 122 on at
    How to add privilege for standard form button controls
    Hi Waed, 
    The button is a standard button. That is why I am not able to give the "Needs permission" property to manual. It is affecting other standard roles which will have access to the same button. 
     
    Thanks, 
    John
  • Waed Ayyad Profile Picture
    Waed Ayyad 8,415 Super User 2025 Season 1 on at
    How to add privilege for standard form button controls
    Hi,
     
    The buttons are custom or standard buttons?
     
    Thanks,
    Waed Ayyad
     

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