Adding Security Roles to a Form in Dynamics CRM

The other day I wanted to add a new form to the Contact entity in Dynamics CRM and I needed to add security to the form to only allow users with that security role to see the form. I thought this would be a useful tip to share to show how you can add different security roles to a form so certain users can only see or do certain actions with a particular form.

• Go to Settings and then Customizations.
• Choose Customize the System.

Now enable the security roles

• Navigate to Components and expand the entities and select the Contact entity.
• Select the Form that you would like to add the security to.

• Now while on the form select the button at the top called Enable Security Roles

• In the Assign Security Roles box select the display only to these selected security roles radio button
• Deselect all other security roles besides the one that you want to assign to the form and click the ok button

Add the Security to the User that you want to have access to the form.

• Navigate to Settings and if you are on 2015 select Security

• Select the users that you would like to add the security role to and then select the Manage roles button in the command bar

• Once you are in the Manage User Roles Select the role you want to assign and click the ok button

• Now go ahead and publish all your customizations and your form and your user should be setup with the new security role.

For more Dynamics CRM tips please click here. To get your own personal one-on-one demonstration of Dynamics CRM or Salesforce be sure to request a demo.

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