The steps outlined below require no coding and can be easily implemented utilizing the Ribbon Workbench and out-of-the-box security roles. To accomplish this, we created a custom entity (po_Security) to manage the display rules, however, this is not required as the exiting entities and privileges can be used. We created the new entity to ensure that no existing entity privileges were going to be effected, but the same principles will apply regardless if you chose to create a new entity or not.
1. First, start by downloading and installing the Ribbon Workbench.
2. In CRM, create a new solution that will contain only the entities you wish to update the button display rules for.
3. Next, launch the Ribbon Workbench from the Solutions section in Settings.
4. In the Ribbon Workbench, select a solution to open. We’ll select the solution that we created for the purposes of our button display rule edits.
5. When the solution loads in the Ribbon Workbench, select the entity to start with.
6. In this example, we will be removing the ability for certain users to create and add existing Leads from a sub grid on the Account entity as well as the ability to delete or remove Lead records from the grid. Select the first button to create and apply a display rule to. Right click on button and select Customize Command.
7. Navigate to Commands in the Solution Elements tab.
8. Right click on the Command and click Edit Display Rules (or select the lookup on the Display Rules field as shown on the right).
9. Select +Add New in the display rules viewer.
10. Select Add Step.
11. Select Entity Privilege Rule and then click OK.
12. Create the New Display Rule:
- Make sure to update the ID (the name of the rule) as the default name is generic and difficult to keep track of if you have multiple rules. Use a name that will help differentiate the purpose of the rule and allow you to identify it easily.
- AppliesTo – choses selected entity. This refers to the value input into the EntityName field.
- EntityName – enter the schema name of the entity.
- PrivilegeDepth – choose the appropriate level of the privilege you are using to control the display functionality of the button. In this example, we are using the Global privilege level for the created permission of the custom po_security entity created previously.
- PrivilegeType – select the privilege type (create).
13. Next, select OK and the Display Rule will be added to the Command. Select OK again on the Display Rules viewer to enable the rule.
14. To apply the same rule to additional buttons, select the next button you wish to add the Display Rule to. Right click and select Customize Command.
15. Navigate to the Command section and select the command to customize. Right click and choose Edit Display Rules.
16. Select the previously created rule and click Add > to button commands. Then click OK.
17. Repeat these steps for all required buttons. In our example, notice all of the buttons required to be hidden in order to achieve the desired functionality.
18. Now that the Display Rules are applied to the necessary buttons, notice that we no longer have the ability to add a new Lead from the sub grid.
With a basic understanding of how Display Rules work and how to utilize out-of-the-box security roles, you can provide more flexibility to how users perform specific functions in CRM.
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