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How to make the default view as read only for an entity so no user can edit the field in that view.

Thanks in Advance, Can anyone help me on how to make the default public view of an entity as read only or restrict the user to edit any column in that view. If I select any record all the column are shown as locked except the highlighted columns. Is there a way to lock the those columns in the view or to make the whole view as read only.

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Dynamics 365 Project Operations

Hi there! Good morning, evening, or afternoon - depending on where you are :) Hope you are well today!

To make the default view of an entity read-only in Dynamics 365, you can achieve this by leveraging field-level security or custom JavaScript. Here's how you can approach this:
1. Field-Level Security

Use field-level security to restrict editing of specific fields in the entity:
- Navigate to Settings > Security > Field Security Profiles.
- Create a new profile or edit an existing one.
- Add the fields you want to lock and set their permissions to Read-only for the relevant users or teams.
This ensures that users can view the fields but cannot edit them, even in the default view.

2. Custom JavaScript

Add JavaScript to the entity form to dynamically lock fields based on the view:
- Navigate to Settings > Customizations > Customize the System.
- Open the entity form and add a JavaScript web resource.
- Use the following code snippet to lock fields:
  function lockFields(executionContext) {
      var formContext = executionContext.getFormContext();
      var fieldsToLock = ["field1", "field2"]; // Replace with actual field names
  
  fieldsToLock.forEach(function(field) {
          var attribute = formContext.getAttribute(field);
          if (attribute) {
              attribute.controls.forEach(function(control) {
                  control.setDisabled(true);
              });
          }
      });
  }
- Register the script on the form's OnLoad event.

3. Use a Custom View

Create a custom view that displays the required fields but restricts editing:
- Navigate to Settings > Customizations > Views.
- Create or edit the default view for the entity.
- Configure the view to display only the fields you want users to see.
While this doesn't lock the fields, it limits what users can interact with.

4. Role-Based Security

Use role-based security to restrict editing permissions for the entity:
- Navigate to Settings > Security > Security Roles.
- Edit the relevant role and set the entity's permissions to Read-only.

5. Test the Configuration