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Suggested answer

Set field visibility according to company.

Posted on by 5

I need to set a specific field's visibility according to company in Dynamics 365. Let's say I have two legal entities (companies), cmpA and cmpB. And I need to show FieldA from TableA on my form when I select cmpA on browser. But when I select cmpB, the field should not appear on the form.

How do I achieve this? Should I use a method (if yes, then how do I write the required method) for it or is there any other procedure? And should I do it on table level or form level? 

  • Suggested answer
    omesh Profile Picture
    omesh 141 on at
    RE: Set field visibility according to company.

    Hi Young,

    Have you tried using 'CountryRegionCodes' field property on table level. If you set it for particular company then the field will be visible for the selected company.

    Please check the link -  Apply country/region context - Finance & Operations | Dynamics 365 | Microsoft Learn

    Thanks,

    Umesh

  • Suggested answer
    XM-22040801-0 Profile Picture
    XM-22040801-0 11 on at
    RE: Set field visibility according to company.

    Hi,

    If you are not developer, the easiest way is to create a business rules: learn.microsoft.com/.../create-business-rules-recommendations-apply-logic-form and community.dynamics.com/.../using-business-rules-to-hide-fields-and-make-them-required-as-needed

    Alternatively, you can do it using javascript: community.dynamics.com/.../hide-and-show-a-field-in-dynamics-365-crm-using-javascript

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