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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to set Custom App ...
Microsoft Dynamics CRM (Archived)

How to set Custom App as a Default App to Security role users

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Posted on by Vasanthkumar 120

Hello Everyone,

Hope you are all doing great.

I have a query in App Creation in Dynamics 365.

I have created a new App based on the reference of Customer Service Default app. In my new App, i have customized Areas,Groups etc. I have set this App to one specific Security role "xyz".

If users from this security role "xyz" login in to CRM, then the users only access this app and system need not allow this users to access any default apps like Customer Service,Project Service etc.

Please give your ideas to implement this.

Thanks in advance.

Regards

Vasanth

*This post is locked for comments

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: How to set Custom App as a Default App to Security role users

    Hi Vasanth,

    Did you try this link? It talks about setting the security role to the apps-

    docs.microsoft.com/.../manage-access-apps-security-roles

    Hope this helps!

  • Vasanthkumar Profile Picture
    Vasanthkumar 120 on at
    RE: How to set Custom App as a Default App to Security role users

    Thanks for your responses.

    If user remove the App Id in the URL then the user will see all the tiles from the Default app.

    For Example:

    App URL: eqi2.crm8.dynamics.com/main.aspx

    Rewrite URL: eqi2.crm8.dynamics.com/main.aspx

    Please check and get back to me.

  • Wayne Walton Profile Picture
    Wayne Walton 13,726 on at
    RE: How to set Custom App as a Default App to Security role users

    I can verify this works.  Give your users access to the app(s) they should see.

  • Clem Profile Picture
    Clem 2,541 on at
    RE: How to set Custom App as a Default App to Security role users

    What if you removed the access to all Apps for that "xyz" security role and leave it just for your custom app ?

    Clément

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