I am using Dynamics 365 online version. I want to implement a scenario in which i can hide/show a section based upon User Role currently login.
I was looking for the XRMToolkit package to achieve this, but its not compatible with CRM 2016.
Please give me a solution for this.
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I have Used These 3 Functions to Achieve This using Javascript :
function ShowHideSection() {
if (UserHasRole("Sales Person")) {
// Tab Name or Guid of it
if (Xrm.Page.ui.tabs.get("Account Research") != null) {
Xrm.Page.ui.tabs.get("Account Research").setVisible(true);
}
// tab_4_section_3
if (Xrm.Page.ui.tabs.get("LeadGen Information") != null) {
Xrm.Page.ui.tabs.get("LeadGen Information").setVisible(false);
}
}
else if (UserHasRole("Sales Manager")) {
// Tab Name or Guid of it
if (Xrm.Page.ui.tabs.get("Account Research") != null) {
Xrm.Page.ui.tabs.get("Account Research").setVisible(false);
}
// tab_4_section_3
if (Xrm.Page.ui.tabs.get("LeadGen Information") != null) {
Xrm.Page.ui.tabs.get("LeadGen Information").setVisible(true);
}
}
else {
//Xrm.Page.ui.tabs.get("tab_6_section_2").sections.get("5").setVisible(false);
if (Xrm.Page.ui.tabs.get("Account Research") != null) {
Xrm.Page.ui.tabs.get("Account Research").setVisible(false);
}
}
}
function UserHasRole(roleName) {
//var serverUrl = Xrm.Page.context.getServerUrl();
var serverUrl = Xrm.Page.context.getClientUrl();
var oDataEndpointUrl = serverUrl + "/XRMServices/2011/OrganizationData.svc/";
var org = Xrm.Page.context.getOrgUniqueName()
//var oDataEndpointUrl = "/" + org + "/XRMServices/2011/OrganizationData.svc/";
var oDataEndpointUrl = "/XRMServices/2011/OrganizationData.svc/";
oDataEndpointUrl += "RoleSet?$top=1&$filter=Name eq '" + roleName + "'";
var service = GetRequestObject();
if (service != null) {
service.open("GET", oDataEndpointUrl, false);
service.setRequestHeader("X-Requested-Width", "XMLHttpRequest");
service.setRequestHeader("Accept", "application/json, text/javascript, */*");
service.send(null);
var retrieved = JSON.parse(service.responseText).d;
var role = retrieved.results[0];
var id = role.RoleId;
var currentUserRoles = Xrm.Page.context.getUserRoles();
for (var i = 0; i < currentUserRoles.length; i++) {
var userRole = currentUserRoles[i];
if (GuidsAreEqual(userRole, id)) {
return true;
}
}
//var requestResults = eval('(' + service.responseText + ')').d;
//if (requestResults != null && requestResults.results.length == 1) {
// var role = requestResults.results[0];
// var id = role.RoleId;
// var currentUserRoles = Xrm.Page.context.getUserRoles();
// for (var i = 0; i < currentUserRoles.length; i++) {
// var userRole = currentUserRoles[i];
// if (GuidsAreEqual(userRole, id)) {
// return true;
// }
// }
//}
}
return false;
}
function GetRequestObject() {
if (window.XMLHttpRequest) {
return new window.XMLHttpRequest;
}
else {
try {
return new ActiveXObject("MSXML2.XMLHTTP.3.0");
}
catch (ex) {
return null;
}
}
}
function GuidsAreEqual(guid1, guid2) {
var isEqual = false;
if (guid1 == null || guid2 == null) {
isEqual = false;
}
else {
isEqual = guid1.replace(/[{}]/g, "").toLowerCase() == guid2.replace(/[{}]/g, "").toLowerCase();
}
return isEqual;
}
Just create your form and duplicate it.
Delete the fields/sections that you do not want them to see.
Set your first form as the fallback form and the second one as the default form for that security role.
You can do this using JavaScript.
The Xrm.Page.context has a function called getUserRoles, which will return an array of Guids of the different roles that a user belongs to.
You can also use the webapi in Dynamics 365 to get the roles for a particular user, using the following API calls:
// Will give you list of roles
api/data/v8.2/systemuserrolescollection?$select=roleid&$filter=systemuserid eq "+userId
// Will give you names of roles
/api/data/v8.2/roles("+roleId+")?$select=name
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