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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Hiding a field in D365...
Finance | Project Operations, Human Resources, ...
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Hiding a field in D365 Finance and operation

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Posted on by M Saravanan 279
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 
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,188 Super User 2024 Season 2 on at
    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 
     
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    Anthony Blake Profile Picture
    Anthony Blake 2,174 Super User 2024 Season 2 on at
    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 Profile Picture
    Layan Jwei 7,335 Super User 2024 Season 2 on at
    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.
     
    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 Profile Picture
    Ramit Paul 22,300 Most Valuable Professional on at
    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.
     

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