As part of the ongoing platform improvements, recently there was a very useful tool which was released Access Checker.
As system implementers, am sure we all have come across scenarios where we implemented a security model, however testing that model is challenging because you need access to a few user accounts where you'll change roles and test if the model works or not.
Yes, there are a community tools available, like this XRM Toolbox plugin. This works really well but its still a third party solution for something that should really be available out of the box with the platform.
Well, Microsoft has listened and they silently released a new tool right within the Model-driven apps interface.
How do you get it?
All you need to do is navigate to the dynamics 365 record for which access needs to be checked for a particular user and you should see a new ribbon button called
By default, it shows your access information, but if you are an
System Administrator then it will allow you to select another user in the system.
The best part is that access is checked against all of the possible scenarios
- Role based access
- Shared access
- Hierarchy access
This is a gamechanger and the implementer community will appreciate what Microsoft has delivered.
As of now, with my limited research, I was not able to do the following
- Command Bar button visibility based on permissions. This still requires you to login with another user and validate, unless there is a way which I am completely missing out on 😊.