limiting the visiblity of specfic case types

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Posted on by sairampoosarla

I am trying to create a case management system, in which the requirement is:

1) A sensitive case type (for example case type /A/) should be visible only to a select group of staff in the business.

2) Some times, staff from same department needs to represent opposite parties of same case (as an example consider a legal case), in such scenario we need to build the system such that the staff involved in this cases should not be able to see other party case file.

Can you please recommend how this can be achieved in Dynamics Customer Service.

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Leah Ju Microsoft Employee on at

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limiting the visiblity of specfic case types

Hi Partner,

To control who can access restricted or sensitive data and resources and what they can do with them, assign users to security roles.

If you want to control the security role of the record by the value of the field, perhaps you need to do some customization.

Please refer to the following thread:

--Using plugin to achieve it.

https://community.dynamics.com/forums/thread/details/?threadid=403f8d9a-97cc-41f9-913f-0297b06fa0be

Alternatively, you could consider that using business unit to achieve it.

Business units, security roles, and users are linked together in a way that conforms to the role-based security model. Use business units together with security roles to control data access so people see just the information they need to do their jobs.

Users can securely access data in their own business unit, but they can't access data in other business units unless they're assigned a security role from that business unit.

--Creating different business units.

--Putting users into different business units, as well as setting the User security role to allow Business Unit visibility of Cases.

What is the 'case file' you refer to in your second point?

I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah

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