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Microsoft Dynamics 365 | Integration, Dataverse...
Answered

How to hide "See associated records" option from the subgrid based on security role?

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Is there any way to hide this option using security role? I want to show this option to some roles but not to the others.

pastedimage1641471886115v1.png

  • Verified answer
    Nya Profile Picture
    Nya 29,058 on at
    RE: How to hide "See associated records" option from the subgrid based on security role?

    Hi,

    It can be achieved with Ribbon Workbench.

    Here is an example. (The Contact subgrid in the Account form)

    • Create a new solution which only contains the entity which is shown in the subgrid.

    pastedimage1641535145179v1.png

    • Download and import the Ribbon Workbench solution. Then import the above solution. 

    Here is a video tutorial: Mastering Ribbon Workbench 2016 - Part 1 - Downloading & Installing - YouTube

    pastedimage1641534283985v2.png

    • Find the button in the SubGrid and customize it.

    pastedimage1641534708513v3.png

  • Verified answer
    a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: How to hide "See associated records" option from the subgrid based on security role?

    Hello,

    Your best chance is to modify the Ribbon of the subgrid of the entity.

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