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Microsoft Dynamics CRM (Archived)

Field security on Connections

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Posted on by 82

Hi,

Please is it possible to enable field security on individual connections; I only want certain users to view connections relating to their roles and not to be able to view all connections.

Thank you.

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  • Sirodjon Profile Picture
    82 on at
    RE: Field security on Connections

    Thanks everyone. You have been very helpful

  • Verified answer
    Sreevalli Profile Picture
    3,256 on at
    RE: Field security on Connections

    Hi,

    Field level security is recommended option to be secured with the data. but there are some alternative option if you wish to try.

    1. create a new form without the additional(which you wanna hide) fields and enable security role on it. so that they can see only data on form which they are allowed

    2. javascript to show/hide fields based on roles. www.crmanswers.net/.../hide-fields-dynamically-based-on-field.html

  • Verified answer
    Kalpavruksh D365 CoE Profile Picture
    2,545 on at
    RE: Field security on Connections
    Hi,
    You cannot enable field security on fields from Connection entity. Please check the following screenshot of one of the Microsoft docs. As the fields of Connection entity are not enabled for field Security, it is not possible.
  • Sirodjon Profile Picture
    82 on at
    RE: Field security on Connections

    Hi Lu,

    Thank you for your reply. I do not wish to restrict access to connections but fields contained in the connections. An example, if the is a connection between a sponsor and beneficiary, I do not want all users to view the details in the fields. They should be able to see other connections but not this one.

  • Verified answer
    LuHao Profile Picture
    40,886 on at
    RE: Field security on Connections

    Hi Sirodjon,

    Using field security can only hide the value of a field, not an entity.

    Therefore, using field security cannot hide connections, only the values of fields of connections.

    You could use security roles to control access to connections.

    28501.2.PNG

    If you want users to only have access to their own connections, then set the Read permission for the Connection to 28501.2.PNGUser.

    You could refer to these articles about security roles:

    [View:https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/security-roles-privileges:320:50]

    [View:https://crmbook.powerobjects.com/system-administration/business-administration/security-roles/:320:50]

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