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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Hide fields in adavanc...
Microsoft Dynamics CRM (Archived)

Hide fields in adavance Find

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Posted on by kashiffayyaz 15

What are possible ways to hide fields from specific user in Advance Find.
Fist we can edit field and set Searchable to No. then no user will be able see in Advance Find. But in our case we have to show fields to other users.
Secod way could be field level security but we have more then 300 fields.

Any other way or idea.

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  • Suggested answer
    Mahadeo Matre Profile Picture
    Mahadeo Matre 17,021 on at

    Hi..

    Field Level Security or build your own custom advanced find tool or if it is predefined search criteria, then might be you can create report also.

    Easy way is field level security and you can manage using CRM application when requirements changed to show / hide different fields to user.

    hope this will help..

  • Suggested answer
    gdas Profile Picture
    gdas 50,091 Moderator on at

    Hi,

    The best way to use field level security .

    Apart from field level security you can create seperate entity with minimal fields which is for particular user and sync the records from main entity   to new entity with minimum fields value using field mapping or workflow or post create plugin of the main entity. Assign security role to the user which having only second entity and not the main entity.

    Another way is to set fields value null based on the user who are accessing the records using retrieve multiple message plugin. I have not tried   you can have a look below reference-

    [View:http://missdynamicscrm.blogspot.com/2016/03/intercept-columnfield-value-in-crm-view-retrievemultipleplugin.html?m=1]

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