Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Field Level Security C...
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested answer

Field Level Security Challenges

(0) ShareShare
ReportReport
Posted on by Mattw112b 385

On my opportunity form in dynamics I added a field called spread margin.

If is a decimal number field.

I enabled field level security.

Created a field level security profile.

Assigned read, write, etc. to just three people.

Saved published everything.

Basically followed these instructions:

https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/admin/enable-disable-security-field

So I refreshed everything and I see a key next to the field now.

I just had a coworker who is a regular user try to see if they could see it/edit it... and they could??

Not sure what else I need to do to lock this down?

Thanks,

Terry

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,961 Moderator on at
    RE: Field Level Security Challenges

    Hi,

    Could you send the screenshot of configuration you have added in your crm instance. This will help us to investigate further.

    Please mark my answer verified if I were helpful!

  • Mattw112b Profile Picture
    Mattw112b 385 on at
    RE: Field Level Security Challenges

    In the edit field security I've only granted three people the rights to do anything.

    From reading that article I posted if you do not grant rights then they shouldn't be able to see anything or do anything.

    My coworker was able to do edit and read??

    Terry

  • Suggested answer
    LeoAlt Profile Picture
    LeoAlt 16,331 Moderator on at
    RE: Field Level Security Challenges

    Hi partner,

    Do you mean the regular user could see mask in field and they could edit the field?

    If so, please check if the configuration is same for read and update and create.

    pastedimage1591236400047v1.png

    And you could also use JS code in form onload event to get the current user security role and control if the field is editable.

    pastedimage1591237127340v2.png

    //get userSecurityRoles
function getRoles(executionContext){
    formContext=executionContext.getFormContext();
    //get userroles
    var userSettings = Xrm.Utility.getGlobalContext().userSettings;
    var roles=userSettings.roles._collection;
    roles.forEach(element => {
        if(element.name=="System Administrator"){
            //set field locked.
            formContext.getControl("fieldName").setDisabled(true);
        }
    });

    //action


}

    Best Regards,

    Leo

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,516 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,409 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Get batch job history log from D365 FO to Power Automate

Product updates

Dynamics 365 release plans