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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Hide non-relevant fiel...
Finance | Project Operations, Human Resources, ...
Answered

Hide non-relevant fields and sections from the workers profile

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Posted on by Community member 14
Hi Gents,
I would like to know if there is a possibility of hiding the following fields/sections that are not in use or should not be seen by any workers:
  • Personnel number which is assigned automatically to each worker;
  • Certificates and Courses;
  • Compensation and pay statements.
The goal is - me as Admin would like to customize/hide those sections once for each standard user/worker.
Is it possible in MS Dynamics?

Thanks.
  • Suggested answer
    NikolajSorensen Profile Picture
    NikolajSorensen 1,703 on at
    Hide non-relevant fields and sections from the workers profile
    This is something you should be controlling with the role based access of D365F/SCM.
     
    The security roles assigned to users, define what they are allowed to access.
     
    You will need to ensure that no access is granted to the areas mentioned, except on the security roles which actually should have access. 
  • Verified answer
    Waed Ayyad Profile Picture
    Waed Ayyad 6,585 Super User 2024 Season 2 on at
    Hide non-relevant fields and sections from the workers profile
    Hi,
     
    Yes, as I told you on my previous comment. You can do it using personalization and publish the changes to all users (You should have an admin role).
    Try the following blogs:
     
    Thanks,
    Waed Ayyad
    If this helped, please mark it as "Verified" for others facing the same issue
  • Suggested answer
    Community member Profile Picture
    Community member 14 on at
    Hide non-relevant fields and sections from the workers profile
    Hi @Waed Ayyad,

    thanks for your help.
    Unfortunately, I have no access to the code - I can't modify any codes or selects from the database.
    I just use MS Dynamics 365 as an admin user. 
    And my question was if it is possible to hide some non-relevant fields and sections for other users in my company just using some settings in MS Dynamics 365 without changing any code.

    Thanks and kind regards,
    Taras.
  • Waed Ayyad Profile Picture
    Waed Ayyad 6,585 Super User 2024 Season 2 on at
    Hide non-relevant fields and sections from the workers profile
    Hello,
     
    Are you still needing help? or did my answer help you?
     
    Thanks,
    Waed Ayyad
  • Suggested answer
    Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    Hide non-relevant fields and sections from the workers profile
    Hi,
    You can refer to this blog: dynamicspedia.com. You can control whether the field is hidden by tables and field security, when you want to hide fields that are not directly bound to a table field, you need to change form control properties. This post will explain how to secure fields, form controls, and an easy way to apply this scenario to the users.
    Best regards,
    Kevin
  • Suggested answer
    Waed Ayyad Profile Picture
    Waed Ayyad 6,585 Super User 2024 Season 2 on at
    Hide non-relevant fields and sections from the workers profile
    Hi Community member,
     
    Yes, you can hide it using code by using Extension of the form and set the visible property to No, but here you should take care if the fields visibility are set by code, in this code you should write code to hide it.
     
    Check the following blogs for hide using COC extension:

    Another way to do it using personalization and publish the changes to all users (You should have an admin role).
     
     
    Thanks,
    Waed Ayyad
    If this helped, please mark it as "Verified" for others facing the same issue
     

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