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Security or Show/Hide views/forms on basis or role or team a user is assigned in Dynamic 365 Sales

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Hello to all in community,

I am looking to show or hide views/forms in Dynamic 365 Sales based on the role or teams the user is assigned. I searched MS documentation and other online resources also but was not able to find any relevant info.

Please let me know how to achieve this.

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truc binh on at

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Security or Show/Hide views/forms on basis or role or team a user is assigned in Dynamic 365 Sales

This feature will be available in January 2025 https://learn.microsoft.com/en-us/power-platform/release-plan/2024wave2/power-platform-governance-administration/share-system-views-security-role?source=recommendations
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Daivat 400 on at

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Security or Show/Hide views/forms on basis or role or team a user is assigned in Dynamic 365 Sales

Dynamics 365 Sales doesn't offer direct view/form hiding based solely on user roles or teams.

Security Roles on Forms:

Create multiple forms for the same entity.

Use Security Roles to control which forms are visible to specific roles.

Designate a "fallback form" with minimal information and set it as the default for everyone (unchecked "Enabled for Fallback" option).

Configure role-specific forms with additional fields and functionalities.

In the "Forms" list, use the "Form Order" dialog to prioritize forms. Role-specific forms should be ranked above the fallback form.

Refer Manage model-driven app forms settings for more information: Control access to model-driven app forms in Power Apps - Power Apps | Microsoft Learn

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
If you have further questions, please feel free to contact me.

Best Regards,
Daivat Vartak
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HungPham 284 on at

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Security or Show/Hide views/forms on basis or role or team a user is assigned in Dynamic 365 Sales

Hi,

You can find some documents as the links below

Assign a security role to a form

https://learn.microsoft.com/en-us/power-apps/maker/model-driven-apps/control-access-forms#assign-a-security-role-to-a-form

Assign a security role to a view

Currently this feature is unavailable, it will be released in future.

https://learn.microsoft.com/en-us/power-platform/release-plan/2024wave1/power-platform-governance-administration/share-system-views-security-role

https://learn.microsoft.com/en-us/power-platform/release-plan/2023wave2/data-platform/share-system-views-security-role

You can work around this by creating views and then sharing them with appropriate users. Alternatively, you can provide training for users so they can create personal views and share them with others.

Hide views

Go to Environments > Settings > Product > Features., then turning on the option: Allow users to hide system views

https://learn.microsoft.com/en-us/power-platform/admin/settings-features#advanced-find-options

https://learn.microsoft.com/en-us/power-apps/user/grid-filters-advanced#hide-views

Add, remove forms, views from an app

https://learn.microsoft.com/en-us/power-apps/maker/model-driven-apps/create-add-remove-forms-views-dashboards#add-or-remove-forms-from-an-app
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PerezAguiar on at

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Security or Show/Hide views/forms on basis or role or team a user is assigned in Dynamic 365 Sales

Hey!

A couple importnat notes:

- is this a System View? then you can remove those views from the app, so users won't use it/see it.

- Removing the views from the app that you're sharing with others is another option.

- Finally, if it's a personal view, you can share it with specific people.

Regards,
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JeroenS 42 on at

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Security or Show/Hide views/forms on basis or role or team a user is assigned in Dynamic 365 Sales

Even though it is not directly possible in the way you are describing it, you do have a few options according to me.

To add to this, I am also not sure what the reasoning behind your requirement is?

1. Customize the App to only select the views to be available you would like to see, since the app access is controlled by a security role(s) you indirectly can achieve this behaviour.

2. In one of the last updates MS made it possible to let user Hide system views.

This can then give the end user control over the experience so they can decide themselves which system view they would like to have.