Tuesday, February 7, 2012

Field security Profile

Field security Profile

A new feature in CRM 2011 has been added is Field Security Profile

This option manages view\hide\edit fields.

The feature is very used because in CRM 3, 4 we used to hide fields and now it is in the box

Example:

1.       Create a new field and change the property Field Security = Enable


2.       Add field to entity

1.       Publish the change and view the field.
2.       Now the next step is to define the authorization
3.       Open solution and select field security Profiles, create a new record like next example:
 

set name and description
Define permission for the field. (Get this field because was defined has security field
In this example I add users for this example but because I use a diffident user which not added user should see the value
Enjoy
Rami Heleg.



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