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Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Hide entity to certain users

Posted on by 1,075

Hello community experts,

There is a requirement where i should hide collateral entity to certain users, how do i achieve that

I have taken out the read,write etc all that privileges associated with that entity to certain users

But they are still able to see the records

Kindly advise

Best regards,

Sumaira Noor

  • Sumaira Noor Profile Picture
    Sumaira Noor 1,075 on at
    RE: Hide entity to certain users

    Thanks a lot Lu and Linn for the help

    Best regards,

    Sumaira Noor

  • Verified answer
    LuHao Profile Picture
    LuHao 40,872 on at
    RE: Hide entity to certain users

    Hi Sumaira,

    In addition to Linn's solution, we can also use XrmToolBox's tools to help us check.

    Through Entity Security Role tool we can see which security roles have access to an entity.

    pastedimage1591844147371v1.png

    Through User Security Manager tool, we can see which security roles a user has, including the security roles of his team.

    pastedimage1591844366887v2.png

    Through these two tools, we can quickly check which security role the user's entity access comes from.

  • Verified answer
    Linn Zaw Win Profile Picture
    Linn Zaw Win 3,405 on at
    RE: Hide entity to certain users

    You can go to the User record to see the list of Teams that the user was added to.

    Open each team and check if there is any security role associated with those team which has read access to the collateral entity.

    pastedimage1591829502647v2.png

    pastedimage1591829610694v3.png

  • Sumaira Noor Profile Picture
    Sumaira Noor 1,075 on at
    RE: Hide entity to certain users

    How do i Ensure that the user's teams does not have access to this entity.

    Actually users have not been shared this entity's record

    Kindly advise

    Best Regards,

    Sumaira Noor

  • Sumaira Noor Profile Picture
    Sumaira Noor 1,075 on at
    RE: Hide entity to certain users

    Thanks a lot for the response Lu

  • Verified answer
    LuHao Profile Picture
    LuHao 40,872 on at
    RE: Hide entity to certain users

    Hi Sumaira,

    Ensure that the user's teams does not have access to this entity.

    In addition, make sure that users have not been shared this entity's records.

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