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Microsoft Dynamics CRM (Archived)

Associate Field Security Profiles with Security Roles

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My solution currently implements field security profiles. Our requirement is to add/remove the user from the FSP whenever he has/doesn't have certain security roles. This is a tedious process for the administrator as he needs to check the users security roles for each user before adding/removing the FSP.

Would like to find out if it is possible to automate this process whereby adding a valid security role will add the FSP and removing a valid role will check if there are any remaining valid roles before removing the FSP if none. 

I'm wondering if any change in security roles can trigger a workflow to either update the FSP or add/remove the user into a team linked to the FSP. 

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  • David Jennaway Profile Picture
    14,065 on at
    RE: Associate Field Security Profiles with Security Roles

    Your options here are limited. You can write a plugin to run when security role is updated, but there are no supported messages that you can run a plugin on when a user is added to, or removed from, a role.

    You could create a scheduled process (I'd use SSIS with a CRM connector) that ran frequently to check all users' roles, and adjust the FSPs to match

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