Possible to perform Business rule depending on user ?

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Posted on by Community Member Microsoft Employee

Hi all,

i'm getting to learn the editable grid feature in CRM 365, and it is great, but i'm facing a bit of a struggle now.

we have some fields, which are only editable by a handfull of people in our organisation. this works great, until i enable the editable grid.

the fields are read only by default (form level !!)

the editable grid does not look at form level security, so i made a business rule to lock the field by default, otherwise everyone would be able to change the value.

BUT.... how can i now give the selected people the possibility to alter the value, since the business rule supersedes the form level security and the fields are now locked for everyone....

in a ideal world, i would be able to include the specific users within the business rule checks.

any advise ?

Thanks in advance :)

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Community Member Microsoft Employee on at

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RE: Possible to perform Business rule depending on user ?

Thank you for the hint.... didn't think about that ;)
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Community Member Microsoft Employee on at

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RE: Possible to perform Business rule depending on user ?

You can use Field level security. It works well with editable grids. You can create teams to assign the permission.