Wednesday, 23 November 2016

Field Level Security in Microsoft Dynamics CRM

In Microsoft Dynamics 365 and Microsoft Dynamics 365 (online), you use field-level security to restrict access to high business impact fields to specific users and teams. For example, you use this to enable only certain users to read or update the credit score for a customer. For this release, field-level security can be applied to both custom fields and many out-of-box fields.

The following steps describe how to restrict access to a field:

  1. Enable field-level security for an attribute
  2. Create a field-level security profile
  3. Associate users or teams with the profile
  4. Add specific field permissions, such as Create, Update or Read for a specific attribute to the profile
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