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Microsoft Dynamics 365 | Integration, Dataverse...
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How to restrict user access to records with a certain field marked yes?

Posted on by 2,645

Hello,

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

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: How to restrict user access to records with a certain field marked yes?

    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/.../

  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 8,530 Super User 2024 Season 1 on at
    RE: How to restrict user access to records with a certain field marked yes?

    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

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