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

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Role-based forms not w...
Microsoft Dynamics CRM (Archived)

Role-based forms not working

(0) ShareShare
ReportReport
Posted on by Joe Woltering 12,163

So I have created a new form that I want to display to the Outside Sales security role.

I have restricted the main form from that role and given access only to that role and placed that form at the top of the form order.

I have made changes to the form-- specifically removed some items from the 'Common' navigation area. I have saved and published these changes.

When I log in as a user with this security role I do not see the updated form. In fact, I am pretty sure I am still looking at the default form. Why is the custom form not displaying to the user?

*This post is locked for comments

I have the same question (0)
  • Joe Woltering Profile Picture
    Joe Woltering 12,163 on at

    Still can't figure this out. Even the simplest task such as adding a field to a form does not show up for the user. Is this a bug?

  • Verified answer
    Jeremy Winchell Profile Picture
    Jeremy Winchell 1,165 on at

    Joe,

    Did you create this security role from scratch or did you copy the role from an existing one in CRM?

    Were there any errors when you published your changes in CRM?

    Does the user have more than 1 security role or do they belong to a team with a different security role?

    When you're logged in with a Sys Admin account and you navigate to this entity, do you have the option of choosing which form you want to use?

    Jeremy

  • Joe Woltering Profile Picture
    Joe Woltering 12,163 on at

    Jeremy, to answer your questions below:

    Did you create this security role from scratch or did you copy the role from an existing one in CRM? The role was created from scratch. The form itself was copied from the Main:Information form.

    Were there any errors when you published your changes in CRM? No, no errors.

    Does the user have more than 1 security role or do they belong to a team with a different security role? Ah, yes. They belong to a team which is assigned a seperate security role. This was done as a requirement of a Marketing plug-in.

    When you're logged in with a Sys Admin account and you navigate to this entity, do you have the option of choosing which form you want to use? Yes.

    Already I am thinking that #3 is where the trouble lies but I will wait for your response. Thank you!

  • Joe Woltering Profile Picture
    Joe Woltering 12,163 on at

    Yes, that was it. I gave access to the custom form to both Roles and restricted access to the Main form from both Roles and it is working beautifully. Thanks!!

  • Community Member Profile Picture
    Community Member on at

    Hi Jeremy,

    What happen if we have two security roles, one of this a System Administrator. The CRM still respecting the herarquie to we configured to show a form first than other?

    Thanks in advace for your help

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

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
JS-09031509-0 Profile Picture

JS-09031509-0 3

#2
AS-17030037-0 Profile Picture

AS-17030037-0 2

#2
Mark Eckert Profile Picture

Mark Eckert 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans