User Security Role Checks in Dynamics 365 with JavaScript

 Managing user permissions in Dynamics 365 is essential for both security and user experience. By verifying a user's security roles, developers can control access to features and data within custom applications. This brief guide introduces a simple JavaScript function to check if a current user has a specific security role using Dynamics 365's client-side API.

JavaScript Function for Security Role Check

The checkUserHasRole function utilizes Xrm.Utility.getGlobalContext().userSettings.roles, checking against the current user's security roles. Here's how to use it:

function checkUserHasRole(targetRoleName)

{

    let userHasRole = false;

    Xrm.Utility.getGlobalContext().userSettings.roles.forEach(function(role)

    {

        if (role.name === targetRoleName)

        {

            userHasRole = true;

        }

    });

    return userHasRole;

}

Usage

1. Define the Security Role Name: Identify the exact name of the security role you wish to check.
2. Invoke the Function: Call checkUserHasRole, passing the security role name as a parameter, to determine if the current user has the specified role.
3. Act Based on the Result: Use the function's return value to conditionally execute your application's logic, such as hiding or showing UI elements.

Conclusion

This straightforward method allows for easy and effective management of user experiences based on their security roles within Dynamics 365, ensuring that users interact only with the data and features appropriate to their permissions.