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Microsoft Dynamics CRM (Archived)

I need first name and last name to be read only fields to specific users but fields are locked

Posted on by 15

In contact entity there are fields locked by default and I can't edit them internally through customization (can't put them in field security profiles and if I denied create and write access through security rules it make all fields in form read only)

what I need?

to make both fields read only to specific users

any support will be highly appreciated.

Thanks in advance.

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  • Suggested answer
    Drew Poggemann Profile Picture
    Drew Poggemann 9,079 on at
    RE: I need first name and last name to be read only fields to specific users but fields are locked

    Hi Mohamed,

    Hi,

    CRM does not allow field level security for Contact entity fields FirstName, LastName and FullName fields.

    You should see these fields marked as "Not Applicable" in Fields Security column in the list of fields for this entity.

    www.powerobjects.com/.../enhanced-field-level-security-features-for-crm-2015

    I have an idea though that I think would work.

    1.  Create a new form that has the Contact's full name on it and that is all and name it "Contact Edit Name"

    2.  Create a business rule that Locks the "FullName" field and enable on the Contact Form.

    3.  Enable Security Roles on the forms and give only users access to the "Contact Edit Name" that can change that value

    If users want to change the contact's name and they have security then they can change the form and edit but otherwise if they do not have the applicable role they will not be able to modify.

    Hope this helps...

    Thanks,

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