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Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Hide Custom HTML Webpage from Specific Users

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Posted on by 140

Hello, I was wondering if you guys would be the best way to hide an HTML webpage from specific users. Since the webpage is not out of the box how could we achive this 

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  • Suggested answer
    Mahendar Pal Profile Picture
    45,095 on at

    Hi,

    Can you share some details how you are using this html webresource in CRM, is it part of the form, navigation or opening it from ribbon button.

    If it's part of the form you can write js code to hide it based on the specific security role.

    www.businessintelligenceinfo.com/.../get-user-security-role-name-from-context-in-dynamics-365-ce

    www.inogic.com/.../

    If it's part of the navigation again you can hide id based on the security permissions.

    spandcrm.com/.../

    In case if it is opened from the ribbon button you can hide ribbon button based on the user security role.

    goutamdascrm.wordpress.com/.../

  • msboy Profile Picture
    140 on at

    It's in the site map and it is displayed on the United interface app

  • Verified answer
    Mahendar Pal Profile Picture
    45,095 on at

    Then you can edit your Site map and hide it based on the Privilege, you can select existing entity which you can use for the permission check or you can create a custom entity and use it to control the navigation. Refer second link which I suggested to edit Site map.

  • msboy Profile Picture
    140 on at

    How can I use this specific role only? The article does not show how to specify roles

  • Suggested answer
    Mahendar Pal Profile Picture
    45,095 on at

    Hi,

    In navigation you can't use security role instead use specific entity permissions, and then refer this entity to control the navigation.

    You can include this entity under the specific roles for which you have to show/hide navigation.

    For example let's say you created entity called UINavigationControl, and now on your sitemap you have using Create permission for this entity to hide/show particular subarea, If you want to show this navigation to particular security role, add create permission for this entity, so all the users who have this security role will be able to see it.

    And for those security role you want to hide this subarea, don't provide create permission for this entity.

  • msboy Profile Picture
    140 on at

    I am still confused

  • Verified answer
    Mahendar Pal Profile Picture
    45,095 on at

    Please refer this post, this should help you

    www.inogic.com/.../

    let me know if you still not clear

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