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Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

How to restrict user access to records with a certain field marked yes?

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Posted on by 26

Hello,

How can I restrict users so that they can't see contact records when a checkbox field is checked in the form?

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  • Suggested answer
    Amit Katariya007 Profile Picture
    10,409 Moderator on at

    Yes you can use the Access teams to implement this requirement.

    Register your plugin on this field change and after that add/remove users for this specific record.

    i.e. Access teams helps to maintain the security on record level.

    Thank you,

    Amit katariya

  • Suggested answer
    Bipin D365 Profile Picture
    28,985 Moderator on at

    Hi,

    Othe option is to write plugin on retrievemultiple plugin to exclude those records with field as Yes based on logged in user security role

    goutamdascrm.wordpress.com/.../

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