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Microsoft Dynamics 365 | Integration, Dataverse...
Unanswered

Field security based on Security role

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Hi,

I have a field security profile created for one of the field. I have assigned specific team into it and added users in team who need to the ability to access this field.

Currently as you know in teams, we have to manually  add users. Is there a way it can be automated. For e.g. on team, we assign a security role and then who ever gets assign to this security role will get added into teams.

Thanks

  • Charan Raju C R Profile Picture
    7 Moderator on at
    RE: Field security based on Security role

    Hi Jeff,

    Create a plug-in which triggers on Associate and Disassociate of Security Role to System User and Team.

    - Whenever a security role assigned to system user, this plug-in should look for the teams having same the security role assigned, and add this user to the teams matched.

    - Whenever security role assigned to team, this plug-in should look for all the users having the same security role assigned, and add all these matching users to the team.

    Also, this plug-in should handle removing of users from the team whenever a security role removed from team and users.

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