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Johnz Blog - The MscrmGuy

Microsoft Dynamics CRM
Display/Hide CRM Fields based on user - Level 300

A common request I have seen is the ability to hide/expose certain fields on forms according to the current user permissions and/or ID. After a request came in from one of our Canadian partners I decided to take a stab at this...

 

Here is a breif summary, a link to the full document is below.

 

Preview>> 

Here is 1 possible solution using IFRAMES, ASP.NET, MSCRM forms customization, and the CRM Web Service. The example was written in VS.NET 2005 but will also work in VS 2003.

 

I would HIGHLY recommend using a dev install of MSCRM for this, i.e. don’t do this on a production install! J

 

So the first step is to choose the form you want to work with. I chose Accounts for this example and decided to work with the address fields. So I opened up MSCRM, chose Settings->Customization->Customize Entities.

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Read the full article here: Forms HOL

 

Please note this is a real POC type write-up and after speaking with my UK co-worker Simon (Simon's Blog) we hashed a few ideas around managing this sort of system so this could be a really cool demo/ISV project. The partner I spoke to about this is proto-typing a solution using a  .NET assembly  and I am hoping to post a similar idea soon…

 

Posted: Monday, January 09, 2006 4:37 PM by jstraumann

Comments

Shannow said:

We've also received a few requests for field level security in CRM. Using IFrames seems to be a good solution from a forms perspective, however I would still be concerned with how you go about preventing a user from seeing any such restricted fields from a list view or report, where they have permission to view the object from 'Advanced' find. i.e. What would prevent a user from doing an advanced find to retrieve the data ?

Thanks,

Karlo
# May 6, 2006 11:29 AM

henslecd said:

Hello, I was wondering if the "solution using a .NET assembly" was finished?

Thanks
# June 27, 2006 4:38 PM
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