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Microsoft Dynamics CRM (Archived)

How to give business unit write access on custom field?

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Posted on by 1,328

I created one custom field on the Order entity. I want to make this field visible to everyone in the organization, but only give Write/Edit access to this (and only this) field to only a certain business group. I've tried creating a business rule or workflow but it seems I can only give the access based on the Owner of the record, which wouldn't work in my case, because the records can be owned by users not in that business group. I also don't want to give the Write access on the entire Order entity, so I'm guessing creating a new security role wouldn't work either. Can someone help?

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  • Verified answer
    Gopalan Bhuvanesh Profile Picture
    11,401 on at

    Did you consider using Field Level Security?

    https://technet.microsoft.com/en-us/library/dn832104.aspx

  • Verified answer
    Mihir Maruti Kadam Profile Picture
    702 on at

    You can use field level security to achieve your requirement.  Please refer below links

    technet.microsoft.com/.../dn832104.aspx

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

  • epark06 Profile Picture
    1,328 on at

    Ahh simple as that! Thanks guys

  • Mihir Maruti Kadam Profile Picture
    702 on at

    kindly mark my answer as verified, if it helps you.

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