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    Hi Folks,

    I was wondering if it was possible to lock down custom fields added to forms (in this case the main account form) so that only specified users can update the values.

    Many thanks,
    Adam
    Tuesday, September 15, 2009 10:17 PM

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    Hi,

    It is not possible with any out-of-the-box mechanisms, as there is no field level security in Dynamics CRM 4.0. However, there are at least two solutions that will allow you to accomplish your goal:
    1. Write your custom script on the OnLoad event that will check user's role and hide the sections. More info can be found here: http://www.crowehorwath.com/cs/blogs/crm/archive/2008/05/08/hide-show-fields-in-crm-4-0-based-on-security-role.aspx

    2. You can buy an add-on that offers field level security: http://www.c360.com/FieldLevelSecurity.aspx

    I hope that helps.

    Best regards,
    Kuba
    -- Kuba Skałbania, Netwise
    Wednesday, September 16, 2009 10:34 AM
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    The most elegant solution is Kuba's. An out-of-the-box approximation is to create a child entity to hold the fields in question and set security on the child entity.

    Leon Tribe
    Want to hear me talk about all things CRM? Check out my blog
    http://leontribe.blogspot.com/
    or hear me tweet @leontribe
    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Wednesday, September 16, 2009 7:25 PM
    • Marked as answer by Agilbert2003 Wednesday, September 16, 2009 9:51 PM
    Wednesday, September 16, 2009 7:25 PM

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  • Question
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    Hi,

    It is not possible with any out-of-the-box mechanisms, as there is no field level security in Dynamics CRM 4.0. However, there are at least two solutions that will allow you to accomplish your goal:
    1. Write your custom script on the OnLoad event that will check user's role and hide the sections. More info can be found here: http://www.crowehorwath.com/cs/blogs/crm/archive/2008/05/08/hide-show-fields-in-crm-4-0-based-on-security-role.aspx

    2. You can buy an add-on that offers field level security: http://www.c360.com/FieldLevelSecurity.aspx

    I hope that helps.

    Best regards,
    Kuba
    -- Kuba Skałbania, Netwise
    Wednesday, September 16, 2009 10:34 AM
  • Question
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    The most elegant solution is Kuba's. An out-of-the-box approximation is to create a child entity to hold the fields in question and set security on the child entity.

    Leon Tribe
    Want to hear me talk about all things CRM? Check out my blog
    http://leontribe.blogspot.com/
    or hear me tweet @leontribe
    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Wednesday, September 16, 2009 7:25 PM
    • Marked as answer by Agilbert2003 Wednesday, September 16, 2009 9:51 PM
    Wednesday, September 16, 2009 7:25 PM
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    Thanks for your prompt replies Leon and Kuba.

    I'll investigate the information you have supplied.


    Regards,

    Adam
    Wednesday, September 16, 2009 9:52 PM