A company has two departments. Each department uses only custom forms and views designed for each department. Currently, all users can view all forms and views. The company wants to improve…

The correct answer is A. Create a model-driven app for each department. D. Use security roles in the Form settings page. To restrict custom forms to different departments in Dynamics 365 Sales, the best approach involves creating unique Security Roles for each department, assigning users to those roles, and then configuring Form Order and Form Availability within the entity's form settings…

Configure the security model

Question

A company has two departments. Each department uses only custom forms and views designed for each department. Currently, all users can view all forms and views. The company wants to improve usability for its users. You need to limit users to only individual department forms and views. Which two actions should you perform? Each correct answer presents a complete solution. Choose two. NOTE: Each correct selection is worth one point.

Options

ACreate a model-driven app for each department.
BUse a hierarchy security model.
CAdd an area for each department within the site map.
DUse security roles in the Form settings page.

How the community answered

(54 responses)

A
76% (41)
B
17% (9)
C
7% (4)

Explanation

To restrict custom forms to different departments in Dynamics 365 Sales, the best approach involves creating unique Security Roles for each department, assigning users to those roles, and then configuring Form Order and Form Availability within the entity's form settings, ensuring users only see the first form in their accessible order. You can also build separate Model-Driven Apps per department for a more tailored user experience, or use Business Units if departments are distinct organizational entities. Here are the best methods: 1. Security Role-Based Form Assignment (Most Common) This is the standard way to control form visibility based on user roles. In Dynamics 365 Sales, security roles control access to different forms, views, and records. To ensure that each department can only access their respective custom forms and views, you should assign security roles to the forms and views. This allows you to restrict users based on their department so they only see the forms and views relevant to them. 1. Edit the form properties → Assign the form to specific security roles. 2. Edit the view properties → Restrict views based on security roles. 3. Ensure users have the correct security roles → Users in Department A will only see their assigned forms and views, and the same applies to Department B. 2. Separate Model-Driven Apps This offers a cleaner separation and tailored UI. Create Apps: Build distinct Model-Driven Apps for each department (e.g., "Sales App - Dept A," "Sales App - Dept B"). https://learn.microsoft.com/en-us/dynamics365/customerengagement/on- premises/developer/best-practices-sdk

Topics

#model-driven apps#security roles#forms access#views access

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