Enable field to be edited only by System Administrator

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Posted on by Vinay Hosamane

In Dynamics, Accounts page , I want to have some fields editable ONLY by System Administrators. All other users should not be able to edit certain fields in the form but can edit other fields in the form.

Example: On the Accounts page, I have created custom fields (External Org ID, Org Revenue, Org Type, ect) and there are other fields like address, Email, phone number, fax. I want some of the fields to be editable by everyone in the org, but some fields only by System Administrators. So in my example, I want the External Org ID & Email to be editable only by System Administrators. For other users this field is read-only. Other can edit the rest of the fields except External Org ID and Email.

Can you please help how I can achieve this? I am a newbie and a steps in the right direction is greatly appreciated.

Thanks,
Vinay

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Marco.P 2,405 on at

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Hi,

your requirement can be achieved using Field Security level settings feature offered by microsoft:

docs.microsoft.com/.../field-level-security

You can define your own security level access to that field, making it available only for SysAdmin role.

OR create a different form (just "save as" this form with another name) and then in the one available to everyone make the field read only, set instead the new form as available only to system administrator and make the field editable.

Hope it helps

Marco

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