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Hiding a field in D365 Finance and operation

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Posted on by M Saravanan

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Dear members,

I currently have a requirement where I need to hide a few standard fields on the screen. Consider that, If I hide those standard fields in one company (e.g. USMF), the same fields must get hidden in the other companies too. I know I can achieve this manually by going into each entity hiding those fields and saving the view for the upcoming use. But I am looking for a solution where I can do this without using the saved views.

Is there any way that I can achieve this requirement where If I make the change in one environment it must be reflected parallelly in the other entities too?

Please help me out to meet out my requirement.

Best,

Saravanan

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André Arnaud de Cal... 291,391 Super User 2024 Season 2 on at

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Hiding a field in D365 Finance and operation

Hi Saravanan,

I think the difference between this question and your previous one is about not using saved views to hide the fields. That is possible. You can use field-level permissions in the security configuration to deny access to particular table fields. That is then effective for all legal entities to which a user has access for this role.

You can read more about field permissions on my blog

Securing a menu item is not enough - table permissions - Dynamicspedia

Security how-to: Only finance users are allowed to see cost prices in Dynamics 365 Finance and Operations - Dynamicspedia
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Anthony Blake 2,212 Super User 2024 Season 2 on at

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Hiding a field in D365 Finance and operation

To do it without standard saved view functionality, you could developer and parameterise view/hide fields at company/Legal Entity level.

In your form, check the parameter for the Legal entity and display/hide your fields on load.
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Layan Jwei 7,349 Super User 2024 Season 2 on at

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Hiding a field in D365 Finance and operation

Hi Saravanan,

Didn't we answer this question in the link below? I think this is a duplicate question.

https://community.dynamics.com/forums/thread/details/?threadid=f7be8b2e-bfcb-ee11-9079-002248255405

Thanks,

Layan Jweihan

Please mark this answer as "Verified" if it solved your issue. In order to help others who will face a similar issue in the future
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Ramit Paul 22,302 Most Valuable Professional on at

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Hiding a field in D365 Finance and operation

Hi,

The functional way to do this is to use saved view and technical way is to do custom code.