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Show/Hide ribbon button based on Security Role without writing code in Dynamics 365 CE?

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#customization

#ribbonworkbench

#securityroles

#webapi

Dynamics 365 CRM - General

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Feb 25, 2023

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AI Summary

  • The article discusses a method to show/hide opportunity "Close as won" and "Close as lost" buttons in Dynamics 365 based on the user's security role without writing any code.
  • Traditionally, this would involve retrieving the user role name using web API and then using ribbon workbench enable rule to show/hide the buttons. However, most browsers have deprecated synchronous calls, prompting the need for alternative options.
  • The article mentions a blog by Andrew Butenko that provides a useful approach to making API calls when needed.
  • The author proposes a solution to achieve the desired functionality without writing any code and without hard-coding role names in the code.
  • The proposed solution aims to make the process more configurable.
  • The article does not provide specific details on how to implement the solution without writing code.
  • The author suggests exploring the possibility of achieving the desired functionality through configuration options within Dynamics 365.
  • It is implied that the solution involves leveraging the capabilities of Dynamics 365 to dynamically show/hide the buttons based on user security roles.

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