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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to add condition i...
Microsoft Dynamics CRM (Archived)

How to add condition in Field Level Security in Dynamics 365 (Onpremise)

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Posted on by Community Member Microsoft Employee

Hi All,

I have a scenario like Contact entity have few sensitive data which should not be visible to different BU users, e.g:- If X user create contact which has sensitive info on few fields and he's belongs to AA business unit, now Y user open the same contact record and he's belongs to BB business unit, the sensitive info. fields should not be visible to Y user as he's from different business unit. Fields should be masked like *******

In OOB FLS I tried to restrict but can't achieve. Also I had tried in JS by comparing Owenr's BU and Logged on user's BU to hide/show the sensitive data but still this would be visible in Advanced Find and other places.

Please help how to achieve this using plugin/custom workflow.

*This post is locked for comments

  • Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: How to add condition in Field Level Security in Dynamics 365 (Onpremise)

    Hi

    glad this help. Remember to close the thread if this solved your problem

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to add condition in Field Level Security in Dynamics 365 (Onpremise)

    Yes I suggested the same but my client didn't like this as they have similar scenario in another custom entity which has only 2 sensitive fields, so creating entity for 2 fields is not fair.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to add condition in Field Level Security in Dynamics 365 (Onpremise)

    No I can't achieve this by OOB.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to add condition in Field Level Security in Dynamics 365 (Onpremise)

    Thanks Wei, this Blog helps, via custom workflow I able to control sharing privileges of Read, Update based on my business scenario. Thanks

  • ashlega Profile Picture
    ashlega 34,475 on at
    RE: How to add condition in Field Level Security in Dynamics 365 (Onpremise)

    Another option might be to move those fields to a new entity and to configure the security roles so that users can only see sensitive information in their business units (Then have a lookup from the contact to that entity.. and, maybe, add that entity's quick view form to the contact form)

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: How to add condition in Field Level Security in Dynamics 365 (Onpremise)

    Hi Sathesh,

    You could still use the OOB FLS but you need to manage the users manually i.e. if you create the security profile, you need to add the users manually.

    Or you can create a team and then add the users in that team.

  • Verified answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: How to add condition in Field Level Security in Dynamics 365 (Onpremise)

    Hi,

    In your scenario , you might need to build a plugin to achieve that. You can take a look into a feature called shared secured field.

    First , What is Shared secured field

    [View:https://myencounterwithcrm.wordpress.com/2014/12/03/crmshared-secured-field/:750:50]

    How do we share the secured field through plugin or custom workflow

    [View:https://community.dynamics.com/crm/b/zhongchenzhoustipstricksandportaldevelopment/archive/2012/06/27/dynamics-crm-2011-share-secured-fields:750:50]

    [View:https://community.dynamics.com/crm/b/zhongchenzhoustipstricksandportaldevelopment/archive/2012/06/27/dynamics-crm-2011-share-secured-fields:750:50]

    You also can join this group and follow the post below on how to manipulate the shared secured field through plugin code, the scneario is different,but there are some steps you can follow.

    https://www.facebook.com/groups/108321812579187/permalink/1292577790820244/

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