Setting Field Security Profile in Microsoft Dynamics CRM 2011 Without Coding

By - October 2, 2012

Field Security Profile is a new functionality in Microsoft Dynamics CRM 2011 that helps organization control access to a specific field in Microsoft Dynamics CRM entity.

The access rights granted in a secured field in a Field Security Profile include:

Read: The user can read the data in the field.

Update: The user can change the data in the field.

Create: The user can enter the data in the field hen a new record is created.

Scenario: You want to restrict marketing users from seeing Credit Balance field on Account entity. So you want to create a Field Security Profile and prevent them from seeing or update the Credit Balance field information.

  1. Create a custom field called Credit Balance
  2. By default, field security is “Disable”, click enable.
  3. After adding the Credit Balance to the Account entity, it should have a key symbol next to the field.
  4. Next, Click Settings on your CRM home page, under System Tab, Click Administration.
  5. Click on Field Security Profile.
  6. Click New.
  7. Give it a name of “Account Field – Credit Balance”
  8. Save.
  9. Click on Field Permissions under Common Tab.
  10. Verify you see Credit Balance as a field security field.
  11. Next, Add member either Users or Teams to this security profile
  12. When the user logs in, he cannot read or write in the field. The Credit Balance will grey out and the information in the field will be grey dots.

And there you have it, creating a field security profile and restricting the read/write access without having to write any code at all.

Couple things to note:

  • Only custom field can have field security on custom or system entity.
  • All custom field data-types can be enabled for field security.

If you are looking for support services for your Microsoft Dynamics CRM system, RSM offers a full range of services from implementation and optimization to development and support.  Contact our professionals for more information on our services at 855.437.7202 or crm@mcgladrey.com.

By: Hien Tieu – New Jersey Microsoft Dynamics CRM Partner

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