How to manage security roles for Apps in Dynamics 365 v9.0

By | September 10, 2018

Introduction:

With the release of Dynamics 365 Microsoft has brought many new exciting features, one of them is common user interface across all devices. The core idea behind this feature is to bring a single client technology to cover all the different UI’s across devices. Web, Outlook, Mobile, Tablet.

In this blog, we will see how to manage security roles for each app in Dynamics CRM 365.

1. To manage security roles for each App, you have to select My App from Settings as shown in the below screenshot.

manage security roles for Apps in Dynamics 365

2. In My Apps section search for your app and click on “Manage Roles”

manage security roles for Apps in Dynamics 365

3. Manage Roles popup will open. Then select roles which you want to give access to the App and click on Save.

manage security roles for Apps in Dynamics 365

4. Then User can login In and select My App from Settings.

manage security roles for Apps in Dynamics 365

5. Based on the users security role the Apps would be shown to them.

manage security roles for Apps in Dynamics 365

Notes: – Include only those entities, which have privileges based off of the security role assigned to the App or else you will face the below error.

manage security roles for Apps in Dynamics 365

Conclusion:                      

We can now manage Apps based on security roles in UCI so that it can only be accessible to specific users with the same security role/roles.

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