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Dynamics 365 Application Development

You're reading from  Dynamics 365 Application Development

Product type Book
Published in Jan 2018
Publisher
ISBN-13 9781788399784
Pages 418 pages
Edition 1st Edition
Languages
Authors (2):
Deepesh Somani Deepesh Somani
Profile icon Deepesh Somani
Nishant Rana Nishant Rana
Profile icon Nishant Rana
View More author details
Toc

Table of Contents (20) Chapters close

Title Page
Copyright and Credits
Dedication
Packt Upsell
Contributors
Preface
1. Customize Application Navigation 2. Design Apps Using App Module Designer 3. Define Processes Using Visual Process Designer 4. Define Business Rules Using Business Rule Designer 5. Creating Custom Business Apps 6. Automate Business Processes Using Microsoft Flow 7. Develop Apps using Web API 8. Leverage Azure Extensions in Dynamics 365 9. Using Editable Grids in Apps 10. Configure Microsoft Cognitive services 11. Train the Users through Learning Path 12. Other New Features in Dynamics 365 1. Other Books You May Enjoy Index

Securing an app


In real-world scenarios, it is often a requirement to give specific app access to a certain set of users only. For this requirement, we can secure apps to be accessible via certain security roles only.

We now wish to edit the Lead Generation app security permissions so that they are only available to sales manager and salesperson security roles. We can do this by enabling app access for certain Security Roles only. Follow these steps to enable app access for certain security roles only:

  1. Navigate to Settings MyApps and select More options under the Lead Generation app:
  1. Select the Manage Roles option. This will launch the Manage Roles window on the right side of the screen, where various Security Roles can be selected. Select the appropriate roles and click Save:

Note: The system administrator and system customizer roles have full access on all apps by default. It is recommended you keep this setting as these security roles will need to maintain or customize apps in future.

Now...

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