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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Restricting the Case D...
Service | Customer Service, Contact Center, Fie...
Suggested Answer

Restricting the Case Description and Case Activities but not Case Title

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Posted on by TedW 479
Hi,
 
We are starting a project where we are bringing a new department into Dynamics to work on Cases. 
Some of the Cases that will be created will be of a sensitive nature, and we want to hide the Description from other Teams. This would be a very straightforward process, as we could just limit the access to the Cases to the particular team, but we would like other teams to be able to access these Cases, but not access the description or activities contained within the Case. So effectively, the other teams could see the Case in a view, open it and just see the Creator, Case Title, Created On and Case Number.
I'm just wondering if anyone would have any suggestions as to what the easiest way to do this would be? What is the most effective way (if any) of hiding Activities and Description in a Case?
 
Thanks a lot
Ted
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  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Hi Partner,
    1.Case Activities?
    Do you mean emails, tasks or appointment records?
    In the security role, record-level privileges define which tasks a user with access to the record can do, such as Read, Create, Delete, Write, Assign, Share, Append, and Append To. 
    You can remove or set the minimum Read privilege of 'Activity' on the security roles that assigned to users if you don't want to theses users access activities.
     
    2.For the Case Description field, you can enable field security and create security profiles to grant the appropriate access to specific users or teams.
    Record-level permissions are granted at the entity level, but you may have certain fields associated with an entity that contain data that is more sensitive than the other fields. For these situations, you use field level security to control access to specific fields.
    I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
    Regards,
    Leah
  • Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Hi Partner,
    Has the issue been resolved?
    Have there been any updates? Please feel free to ask me any questions you may have!
    If it has been resolved, can you mark the response as an answer?

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