Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Field Level Security o...
Microsoft Dynamics CRM (Archived)

Field Level Security on Opportunties

(0) ShareShare
ReportReport
Posted on by Community Member Microsoft Employee

Hi,

I've had a request to modify the security level on Opportunities between Sales people.

They need to see all Opportunities across their teams to know if there's a potential conflict of interest, but don't want to share those details. Basically they want all users to see about 4 or 5 fields that are high level and then lock the rest so that they can only be seen to the User that owns it and their assistant.

I looking into field level security and I don't think this will meet our needs as it's an all or nothing on certain fields, it doesn't look like it can be combined with levels for each CRUD value.

Am I overlooking another option? Any recommendations would be appreciated.

Thank you,

Brianna

*This post is locked for comments

  • 00f137054c6340ccb3ea9447e34ad682 Profile Picture
    00f137054c6340ccb3e... 225 on at
    RE: Field Level Security on Opportunties

    Or u can copy those fields and use security by field, Imagine "Meeting Date Team A" and "Meeting Date Team B" so when both person only can see they security field.

    I hope it help i know is not much.

    Greetings,

    JP

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Field Level Security on Opportunties

    They'd like all Sales people to have access to the Title of the Opportunity, the Account it's associated with, who the Owner is and the Date Received but not other fields.

    The Owner and their Assistant should be the only one to have access to all fields on that Opportunity.

    As I'm describing this I'm wondering if I could create a Business Rule that if Owner (Field on the Opp) OR Assistant (Field on the Opp) does not equal the current user to then hide the fields I want to hide.

    This wouldn't solve them from seeing it in the system views though....

    Is there any more detail you require Alagu?

  • Alagunellaikumar Profile Picture
    Alagunellaikumar 6,210 on at
    RE: Field Level Security on Opportunties

    Could you please give me more detail?

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans