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Microsoft Dynamics CRM (Archived)

Best Practice Question regarding single field edit requirements on an entity

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Posted on by David Pring 125

We have a group of users that need to edit a single field on the Account. Because there are hundreds of fields on the account I'm hesitant to enable field security on all the fields to handle situations like this as I'm concerned about the performance impact for not only that team but other teams in the organization.

In the past we have handled this via scripting to disable all fields but the fields necessary for the team/user/role. However, given the new capabilities of CRM (i.e. Views editable in Excel online) where users can edit records in various ways I feel that this solution is no longer acceptable.

What are your thoughts on the best ways to handle a situation like this?

Thanks,
David

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  • Suggested answer
    TheMarkChristie Profile Picture
    TheMarkChristie 10,328 on at
    RE: Best Practice Question regarding single field edit requirements on an entity

    If you are using D365 then it shouldn't be noticeable at all.

  • David Pring Profile Picture
    David Pring 125 on at
    RE: Best Practice Question regarding single field edit requirements on an entity

    Thanks for the response.

    We've discussed the form solution. However, this puts me in a similar situation in that yes, they can only see and edit the field they need but

    1. They would still need read access to all other fields

    2. They would still have update rights to the entity allowing them to update all fields via Excel online, etc.

    I feel that field security is the best overall option but I'm unsure about performance hits when you enable an entity with a ton of fields. Any idea on what kind of performance issues I may run into if I do this?

    Thanks

  • Suggested answer
    TheMarkChristie Profile Picture
    TheMarkChristie 10,328 on at
    RE: Best Practice Question regarding single field edit requirements on an entity

    Hi David

    There are 2 options

    1) As you say field security could do it

    2) Create a new form with said field on the form and only give people access to that form who need it via security role

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