Dynamics CRM 4: Field Level Security

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  Check this thread out:

  http://social.microsoft.com/Forums/en/crm/thread/e305df8f-9f42-450e-b4b6-74a211454285

  A microsoft paper on the topic

  http://www.microsoft.com/downloads/en/details.aspx?FamilyID=471F8670-47B3-4525-B25D-C11A6774615C

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  Jamie Miley
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  • Proposed as answer by Jamie MileyModerator Friday, May 20, 2011 3:17 PM

  Friday, May 20, 2011 2:30 PM

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  Hello,

  You can start from here - http://a33ik.blogspot.com/2009/06/field-security-level-with-own-hands.html

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  • Proposed as answer by Jamie MileyModerator Friday, May 20, 2011 3:17 PM
  • Marked as answer by LibertyGas Monday, May 23, 2011 9:47 AM

  Friday, May 20, 2011 2:55 PM

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  Hello,

   

  What I did is created an tab on the entity form, called "Hidden".  In this tab, I place all fields I want to hide from non-administrator users.  In the Form_Load event for the form, I check the user roles for the current user and, if the person is NOT an Administrator, I hide the "Hidden" tab, which in turn hides all the fields.

  In my case, rather than having a script hide this field and that field, I just have one for the tab.

  If you need more specifics, let me know.

   

  HTH,

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  oliver barrera

  • Proposed as answer by oliver barrera Friday, May 20, 2011 3:04 PM

  Friday, May 20, 2011 3:03 PM
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  Hello,

   

  What I did is created an tab on the entity form, called "Hidden".  In this tab, I place all fields I want to hide from non-administrator users.  In the Form_Load event for the form, I check the user roles for the current user and, if the person is NOT an Administrator, I hide the "Hidden" tab, which in turn hides all the fields.

  In my case, rather than having a script hide this field and that field, I just have one for the tab.

  If you need more specifics, let me know.

   

  HTH,

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  oliver barrera

  
  This would not work if user will click on "Print" button - field will be readable.
  

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  • Proposed as answer by Jim Glass Jr Friday, May 20, 2011 4:02 PM

  Friday, May 20, 2011 3:12 PM

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  @Andriy

  You are correct.  But, the customer I did this for does not allow its users to print from within CRM.

  Thanks for pointing that out.

   

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  oliver barrera

  Friday, May 20, 2011 3:20 PM
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  Thanks Andriy - we still need to do a little more work on scoping out our solution but I think this approach seems the best bet for our circumstances.

  Monday, May 23, 2011 9:46 AM