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Customer experience | Sales, Customer Insights,...
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Field Security on Contact entity

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Hello everyone,

 

I have a question about Field Security in Dynamics CRM. My client is an international company with more than five countries using Dynamics CRM for Sales.

From the requirement gathering, they want to share account and contact information across all countries, but due to PDPA regulations, certain sensitive fields (such as email address and phone number) must only be visible to the record owner and their team.

From my understanding, Field Security Profiles work at the role level, so this approach might not meet the requirement.

Has anyone faced a similar scenario or found a solution to achieve this? Any recommendations or best practices would be greatly appreciated.

 

Thank you in advance!

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