Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

Security Role Entity - Customization

Posted on by 676

Hi Experts,

Clients want a Security Role view that only displays the name of the Security Role and would like some Role to be not visible on the view. I am checking the Security Role entity but it is not possible to Create a new view or Update an existing view. I have a System Administrator Role. 

Would like to know why can't I edit the Security Role Entity. Is it because it is a Managed Entity? What are the other Entity we can't customize in CRM/365?

Any info or links will be greatly appreciated. Thanks in advance.

*This post is locked for comments

  • Verified answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: Security Role Entity - Customization

    Hi,

    Unfortunately you can not update or create security role view. This is by design,  as security role is root entity to define access the user, and it's  internally link to others system entity to manage securities for the user, we can not customize view security role entity .

    [View:https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/entities/role]

    [View:https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/which-entities-are-customizable#fully-customizable-entities]

    You can check below reference , to modify lookup view only -

    [View:https://community.dynamics.com/crm/b/debajitcrm/archive/2016/08/09/knowhow-create-a-view-to-show-security-roles-assigned-to-user-along-with-roles-the-user-inherits-from-the-team]

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans