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Microsoft Dynamics 365 | Integration, Dataverse...
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Business level fields customization

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Hi,

I have a field Product with some drop-down values A, B, C, and the Same field with values X, y, Z for the Account form.

I want product with values A, B, C should be visible only to Business unit A users, and Product with values x, y, z values should be visible to BU B users.

So, how can I do this kinda customization?

Thanks

  • RE: Business level fields customization

    Hi Shivii,

    You can add JavaScript on form Onload event to retrieve current user to get bu name and hide fields based on it.

    You can refer following links:

    Retrieve record:

    (+) Web API Call to retrieve Logged in user Business Unit - Microsoft Dynamics CRM Forum Community Forum

    Show or hide field:

    USING JAVASCRIPT HIDE AND SHOW A FIELD IN MICROSOFT DYNAMICS 365 CRM – Microsoft Dynamics 365 CRM (wordpress.com)

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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