ROLE BASED FORMS & ENABLED FOR FALLBACK OPTION IN CRM

February 22, 2021

Microsoft Dynamics CRM provides a flexibility to configure security for Entity forms.

For Example there is a requirement that Sales person should only see Sales Form and Marketing person should only see Marketing form.We can achieve this by using Enable Security Roles concept in CRM forms.

How to Enable security roles to form:

By default all the security roles (which is having entity level access) have default access to forms.

To configure security roles to the Entity form follow below steps.

1. In the Navigation bar Go to  Settings -> Customizations.
2. Choose Customize the System.
   2.1 Expand Entities, and then expand the entity you want.
   2.2 Choose a Form from the list to edit which is of type Main.
   2.3 On the Home tab, in the Form group, choose Enable Security Roles.
   2.4 In the Assign Security Roles dailog box,select the security roles for which the form should be available.
   2.5 Choose Save.And Publish on the Home tab.

Enabled for fallback  :

 While assigning the security roles to the form there is a check box (Enabled for fallback) will be appeared at the bottom.

As you can read from the Description in the screenshot,if you check Enables for fallback, this form will be shown to the Users with privelage on entity but don’t have any forms assigned.

There is a scenario where User has access to the entity but has no Access to any of the forms for his Security Role. In this case form will be displayed to the user where Enable for Fallback is checked.

At least one form per entity must be a fallback form (the form that is displayed to a user when no other form is available for that user’s security role)