Hide/Show OOB Activate and Deactivate Ribbon Button Based on Security Role D365

 Step By Step Process to hide/show Ribbon button based on security role using javascript

Hide the OOB Activate and Deactivate ribbon buttons on the D365 Form/Views based on the user security role in Dynamics 365.
On the form Activate/Deactivate Ribbon Button:

• Create a JavaScript function that returns true or false based on whether the user has the Salesperson security role. You will see the JavaScript below:
  • False will hide the buttons
  • True will show the buttons
• Put this function in the Contact JavaScript Library web resources. This makes it available in the ribbon and determines if the buttons should be visible.
• Edit the buttons in the Ribbon Workbench to use the new function.

Now, let's take a look at the steps to make this happen.

1. Create JavaScript

A - Open or create a web resource to hold the JavaScript function.
B - For our purposes, the web resource is stn_ContactJavaScriptLibrary
C - Paste the following JavaScript into the web resource: 

hideActivateAndDeactivateRibbonButtons: function () {
            var value = true;
            var constSalesPersonGuid = "74E3A3A3-E6F3-4B97-A045-A557B1660293";
            var userRoles = Xrm.Utility.getGlobalContext().userSettings.securityRoles;
            for (var i = 0; i < userRoles.length; i++) {
                if (userRoles[i].toUpperCase() == constSalesPersonGuid .toUpperCase()) {
                    value = false;
                    break;
                }
            }
            return value;

        },

2 - Create Enable Rule in Ribbon Workbench

A -  Create a solution with the Contact table
B - Open solution with Ribbon Workbench
C - Right-click on Activate button

C1 - Select Customize Command

C2 - Click + next to Enable Rules

C3 - Click Add Step

C4 - Click CustomRule

C5 - Enter the function name from the Contact JavaScript Library
In this case, it is: hideActivateAndDeactivateRibbonButtons
C6 - Click the magnifying glass and select the Contact JavaScript Library

C7 - It should look like this when you are done with this step:

D - Click on the Command and then click Add Enable Rule

E - Click on the Enable Rule you created previously 

3 - For the Deactivate Button

A - Right-click on the Deactivate Button and Select Customize Command
B - Since the enable Rule already exists, we don't need to perform that step

C - Click on Command, and then click Add Enable Rule

D - Click on the Enable Rule you previously created

4 - Click Publish in the Ribbon Workbench

5 - Test it out!

You are now ready to give this solution a test before going live. Just follow these steps:

A - Look at the Contact Ribbon for a user who does not have the Salesperson security role. You will notice the Deactivate button. 

B - Add the Salesperson security role to your user

C - Go back to the Contact and do a hard refresh of the browsers tab and there should be no Deactivate button. 

D - Test the activate button by: 

D1 - Removing the Salesperson role from the user

D2 - Doing a hard Refresh of the Contact tab

D3 - Check to see if the Deactivate button is visible on the Contact

D4 - Click the Deactivate button

D5 - Now you should see the Activate button

D6 - Add the Salesperson role to the user
D7 - Do another hard refresh of the Contact tab

D8 - And now the Activate button is no longer visible.
Note: To hide Activate/Deactivate button on View - Add the same enable rule as how it's done for form.