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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Permission to click on...
Microsoft Dynamics CRM (Archived)

Permission to click on a lookup field hyperlink

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Posted on by Xavier Villafuerte 352

Hi, in a Case entity our customer wants to allow agents to associate the case to a customer (account or contact), read information from the customer using for example ODATA to fill in fields like e-mail, phone numbers and so on,  but our Customer don't want to allow agents to see other customer details when click on the hyperlink in the customer field which is a lookup control. Hyperlink should be disabled or if enabled should display something like a Permission Denied message. Is there any way to do this only with security roles? Our Customer don't want to implement Role based forms.

We are working with CRM Online 2016 Update 1

Best regards,

Xavier Villafuerte

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  • Xavier Villafuerte Profile Picture
    Xavier Villafuerte 352 on at

    --

  • Suggested answer
    Gopalan Bhuvanesh Profile Picture
    Gopalan Bhuvanesh 11,401 on at

    When they select the customer from the lookup (lookup view) they can click the link and see the details.

    Did you consider using Field level security for the fields of the customer?

  • Xavier Villafuerte Profile Picture
    Xavier Villafuerte 352 on at

    Thanks Gopalan but field security is not an option. We don't have access to the account or contact form because it is being customized by other vendor, so we need to implement this from the Case side or by a security role.

  • Xavier Villafuerte Profile Picture
    Xavier Villafuerte 352 on at

    For reference of anyone reading this post, I ended hiding the lookup, creating another text field and with javascript copying the Name of the lookup to the text field which I set as read only.

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