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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?
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
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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