Assign security roles to a form to more finely control access

Note

Getting to app feature settings can vary based on the type of app (Unified Interface or the legacy web client) you're using. You might need to adjust the procedural steps in this topic to reflect your app type. See Settings.

Also, we are moving some settings from model-driven apps in Dynamics 365, such as Dynamics 365 Sales and Customer Service, and the Dynamics 365 Admin center to the Power Platform Admin center. See Environment settings are moving.

Control form and field access by assigning different security roles to different forms you create.

More information: Security concepts

  1. Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics 365.

    Check your security role

    • Follow the steps in View your user profile.

    • Don’t have the correct permissions? Contact your system administrator.

  2. Go to Settings > Customizations.

  3. Choose Customize the System.

  4. Enable security roles.

    1. Under Components, expand Entities, and then expand the entity you want.

    2. Choose Forms. In the list, choose a form to edit it if it has a form type of Main.

    3. On the Home tab, in the Form group, choose Enable Security Roles.

  5. Assign security roles.

    1. In the Assign Security Roles dialog box, select the security roles to which this form will be available.

    2. To make this the fallback form, select the Enabled for fallback check box.

      At least one form per entity must be a fallback form (the form that is displayed to a user when no other form is available for that user's security role).

    3. Choose OK.

  6. Preview the main form.

    1. On the Home tab, choose Preview, and then select Create Form, Update Form, or Read-Only Form.

    2. To close the Preview form, on the File menu, choose Close.

  7. When you’re ready to save your data, choose Save and Close.

  8. Publish your customization.

    • To publish just the edited component, choose Save > Publish on the Home tab.

    • To publish all unpublished components at one time, choose Publish All Customizations.

Note

Installing a solution or publishing customizations can interfere with normal system operation. We recommend that you schedule a solution import when it’s least disruptive to users.