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Dynamics 365 Application Development

You're reading from   Dynamics 365 Application Development Master professional-level CRM application development for Microsoft Dynamics 365

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Product type Paperback
Published in Jan 2018
Publisher
ISBN-13 9781788399784
Length 418 pages
Edition 1st Edition
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Authors (2):
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Deepesh Somani Deepesh Somani
Author Profile Icon Deepesh Somani
Deepesh Somani
Nishant Rana Nishant Rana
Author Profile Icon Nishant Rana
Nishant Rana
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Toc

Table of Contents (14) Chapters Close

Preface 1. Customize Application Navigation FREE CHAPTER 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 13. Other Books You May Enjoy

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...

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