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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Hiding confidential Op...
Microsoft Dynamics CRM (Archived)

Hiding confidential Opportunity Revenue information

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Posted on by Community Member Microsoft Employee

Hi,

Using Dynamics CRM 2013 and about to migrate to 2016 in next weeks.

I've been asked to hide the revenue information linked to an Opportunity from everyone but the sales people.

However, switching off read permissions of Opportunities (in fact all permissions) for the Security Role does not do the job (everyone can still click on and see all info to do with Opportunities).

The Field Security route is not available as system fields cannot be hidden it seems (the Field Security option on the Field is greyed out).

What are the other options (not involving scripting)?

Best regards,

Peter

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  • Suggested answer
    Samrando Profile Picture
    Samrando 270 on at
    RE: Hiding confidential Opportunity Revenue information

    Field security profile. Use the link below to guide you.

    www.crmsoftwareblog.com/.../mscrm-2015-field-level-security

  • Suggested answer
    ashlega Profile Picture
    ashlega 34,475 on at
    RE: Hiding confidential Opportunity Revenue information

    Hi,

    >However, switching off read permissions of Opportunities (in fact all permissions) for the Security Role

    This can't be true. You have those permissions granted to the users somehow else, then:

    - Team membership

    - Other roles

    - Access teams

    As for the field security, some fields can't be hidden in 2013, but you might be able to hide them in the 2016 version.  2013 is the first version where we had Field Security, and it's been improved since then. Not sure if this will cause a problem, though, since, if the revenue is system-calculated, your users may need the permission to update that field (again, not sure if it's updated in the user context)

  • Suggested answer
    Andreas Cieslik Profile Picture
    Andreas Cieslik 9,265 on at
    RE: Hiding confidential Opportunity Revenue information

    I don't understand why users can still see opportunity data, although they do not have the permissions for it?

    Maybe something with their role setup is not right or they have another role that still allows them to read opportunities.

    Anyway. The only reliable solution would be then to write a plugin and register it for the Retrieve and RetrieveMultiple events.

    This plugin could check the user's role and dependent on that remove the columns from being returned to whereever a records is opened, exported, ...

  • Suggested answer
    Gopalan Bhuvanesh Profile Picture
    Gopalan Bhuvanesh 11,397 on at
    RE: Hiding confidential Opportunity Revenue information

    Hi

    You can use Form Security.

    Create another form without these fields.

    Apply different security for different Opportunity forms.

    https://www.microsoft.com/en-US/dynamics/crm-customer-center/assign-security-roles-to-a-form.aspx

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