{Advanced Customization Tip} Disable Advanced find for Non Admin users in Dynamics 365

Requirement: In one of the recent queries that came across to me, Advanced find needed to be disabled for all the users in the Dynamics 365 except for System Administrator.

Solution: There are multiple possible solution one may think and apply. The best practice will be to try to convince the customer against such a customization and utilize Read privileges for restricting access to entities as needed on the basis of Security roles. However, if still there is client requirement like this we can achieve it as below:

1. Add Application ribbon under Client extensions in a solution and then open this solution in XRMToolbox, Ribbon Work bench 2016:

clip_image001

2. Add results_16 and results_32 png images as web resources and keep them ready as follows in the solution:

clip_image003

3. Add a new button into the application ribbon and give it label as Result and under command put the command name for Out of box Results button. Under Image 16 and Image 32 put the web resources created in Step 2.

clip_image005

4. Hide the out of box ribbon button for Results.

5. Add a display rule – where permission is only available to Admin and not for other security roles as per your requirement and hit Publish. .

Note: Keep out of box button as is for Results, as it is not good idea to customize this buttons and may need to be required from Product upgrade perspective.

Lets see this in action now:

For Admin:

clip_image007

For Non-Admin:

clip_image009

Hope it helps and happy 365ing!

Any problem in CRM – end user,Microsoft  partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: Click here

ABOUT THE AUTHOR:

clip_image011

Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en

Advertisements

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s