Notifications
Announcements
Hi
Is there a way to implement Views access security in same model driven app?
There was a suggestion on forums to create separate app but for me it is not the case?
How to do it wisely. Basically i don't want some users to see some data
Hi @jja
Can you please if modern D365 Advanced Find helps to achieve this requirement?
https://mayankp.wordpress.com/2022/04/13/dynamics-365-modern-advanced-find/
@MayankP
This method hides view for everybody and i want to hide for particular users/user groups
other options I can think of for this requirement is to have plug in against Retrieve Multiple Event which can show/hide views to relevant user based on custom requirement, it explain in following article..
https://crm365blog.wordpress.com/2018/07/15/show-hide-views-based-on-user-security-role/
another way to do it is using teams, create these view as personnel views and share them with relevant teams and only add relevant users in to relevant teams... this option does not require custom development but one of set up users/teams/personnel views...
hope this helps..
This method with teams is interesting and upon that time i found some articles about column/field level security
I am trying to implement it now as well
Hello, @jja, I agree with @MayankP, the only way to do this at this time is to use the personal views and share them with a specific team. Views can't be assigned security roles where Forms can.
If my reply helped you, please give a 👍 , & if it solved your issue, please 👍 & Accept it as the Solution to help other community members find it more.
I am primarily available on weekdays from 6-10 PM CT and 5-10 PM CT on weekends.
Visit my Blog: www.powerplatformplace.com
@MayankP @AhmedSalih
I am trying also to configure security roles for user to access the model driven app.
I have out user into a basic user role inside my environment and i can see that he does not have access to a model driven app. If i try to share the app with use in share screen it allows me to put user as a system administrator or a system customizer but i want him very basic access.
Does this mean for this Basic user role i need manualy to set every Table(entity) inside that environment with proper permision for that role?
@jja, If you have Custom Entities (Tables), you need to give your users more that just the basic user role for them to access your tables that you are using the model-driven app. Basic User Role "Can run an app within the environment and perform common tasks for the records that they own. Note that this only applies to non-custom entities."
One you have a security role that will enable your users to access the tables that you are using in the model-driven app, you will need to assign those security role to the App first then add your users.
You can share your app with relevant security role (as shown below), this way user can see app and if relevant table permission given in that security role then user can see Table/Entity records as well...
@jja wrote:HiIs there a way to implement Views access security in same model driven app?There was a suggestion on forums to create separate app but for me it is not the case?How to do it wisely. Basically i don't want some users to see some data
Just to clarify if it is to hide data, then you need to implement row-level security appropriately - Dataverse will only show data that the user has access to (irrespective of the view selected), and a user can always work around the criteria of a view e.g. by using Advanced Find.
A common way to not have a particular View show in the list is to create it as a Personal view and then Share it to a Team and then put the users you want to see it in that Team. (downside of this is you cannot move the view in a solution file)
Have also seen someone write a plugin that would filter the View list using RetrieveMultiple on the savedquery entity registered as Synchronous pre-operation
As per Microsoft Standard you need to create a View in Advance Find and Share the Same.
if you create view in Customization then it will be visible to all the users
Please mark as Answer if it is helpful and provide Kudos
Subscribe : https://www.youtube.com/channel/UCnGNN3hdlKBOr6PXotskNLAFollow me on Twitter : @rampprakashdBlog : https://microsoftcrmtechie.blogspot.com
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
In our never-ending quest to improve we are simplifying the forum hierarchy…
We are honored to recognize Ajay Kumar Gannamaneni as our Community Spotlight for December…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
WarrenBelz 793 Most Valuable Professional
Michael E. Gernaey 333 Super User 2025 Season 2
Power Platform 1919 268
