{How to} Create a Custom Security role in Dynamics 365 Sales Model Driven App

Hello Everyone,

Today i am going share a new feature which has been introduced recently about the custom security role in Dynamics 365 Customer Engagements, Model Driven Apps.

Previoulsy if we need to create a custom security role, we use to copy similar or minimal previleges role and create a custom security role.

So Microsoft now have introduced new Custom Security role where we can use it and recreate custom security role.

How ?

Lets gets started:

Login into Dynamics 365 and head our to Settings in Classic View or through Power Platform Admin Centre(PPAC).

Open the environment of your choice of Model Driven App 

Click on Settings and security roles, select the App Opener security and click on the "..." you will see copy, edit, delete.

Click on Copy and new pop up will come and name the new security role again click on Copy.

A new security role will be created.

    Then select the New "App Opener Manager" role and click elipses "..." 

you will see three options

 1. Copy 

 2.  Edit

 3. Delete

Select the 2 option : Edit 

New window will open with all the previleges and give appropriate previleges and save and close the security role.

Now we may need to add this new security role to the Model Driven App:

1. Select the App we need to share with the new security role: App Opener Manager

2. Then click on the ...  and then on the "SHARE" button.

3. New Window will come on the right hand side

4. Select the App and assign the New Security Role: App Opener Manager.

5. Finally click on the Share Button.

Now we have created a new custom security role successfully.

I hope this helps.

Malla Reddy(@UK365GUY)