Show/Hide ribbon button based on Security Role without writing code in Dynamics 365 CE?
If you're looking for a way to show or hide a ribbon button on Dynamics 365 CE based on a user's security role without writing any code, then this post is for you. The author lays out the steps to retrieve the user role name using web API and then using that information to hide or show the "Close as Won" and "Close as Lost" buttons on the opportunities tab.
The best part is that this can all be achieved without needing to write any code, making it a helpful solution for those who may not have a strong coding background. This post serves as a great resource for anyone looking to streamline workflows and tailor Dynamics 365 CE to user roles.
The original post was published on Goutam Dynamics.
The post Show/Hide Ribbon Button Based on Security Role Without Writing Code in Dynamics 365 CE? originally appeared on Nishant Rana's Blog.
Published on:
Learn moreRelated posts
Hide Subgrid button based on BPF Field
In Dynamics 365 CE, Business Process Flows (BPF) are indispensable tools used to steer users through preset stages of business processes. Depe...
Disable Export and Print button in Dynamics 365 CE (CRM) report viewer.
If you're looking to restrict the export and print button in Dynamics 365 CE (CRM) report viewer, this post is for you. Originally shared by P...
Role management improvements in the Microsoft 365 Admin Center
Microsoft 365 Admin Center has introduced some significant improvements in role management. This article explores these improvements and provi...
Role management improvements in the Microsoft 365 Admin Center
In this post, the author explores the recent improvements made to role management in the Microsoft 365 Admin Center. Specifically, the post co...
Hide Create Document button
If you're using Document CorePack addon in your CRM, you might sometimes need to hide the Create Document button from specific entities like t...
Synchronize Dynamics 365 CRM Security Model in SharePoint along with a modern document management system!
Microsoft Dynamics 365 CRM is a powerful tool used to manage customer relationships, while SharePoint offers advanced document management capa...
Hiding Special buttons from Dynamics 365 CE
Are you struggling with hiding special buttons like the Create Invoice button on your Dynamics 365 Sales Professional app? Look no further tha...
Fixing Button issue in D365 CE Environment
If you're experiencing a button visibility issue in your D365 CE environment, this post outlines a potential resolution to the problem. ...
Add Power FX formula to command button in Power Apps Dynamics 365 Apps Set Button Visibility
This post seems to be a video tutorial discussing how to add a Power FX formula to a command button in Power Apps Dynamics 365 Apps set Button...