Microsoft Dynamics CRM 2011 has new functionality allowing organizations to determine “Field Level” permissions for their users. In last weeks’ “How to Use Audit Trials in Microsoft CRM 2011” Blog, we showed you how CRM 2011 audit trails allow you to track changes made to a field. Now we will teach you how to restrict changes/edits to a field.
The following situation shows how to set field level security in Microsoft Dynamics CRM 2011. Restrictions can be set to different security levels including:
- Read – Users can view this field
- Update – Users can change the information in this field
- Create – Users can add information to this field when the record is created
In this example, we will show you how a staffing agency using Microsoft Dynamics CRM 2011 can restrict users from changing their Bill and Pay Rates for a customer.
The Pay Rate and Bill Rate seen below from the product 1Staff built in Microsoft Dynamics CRM 2011, allow a staffing agency to specify Pay Rate for an Associate and Bill Rate for their Customer.
To make this field a read-only for users, navigate to the Administration area under Settings. From here select Field Security Profiles. Then select the specific profile you would like to edit.
Next, Select the field(s) you would like to edit Security for, specify as Allow Read, Update, or Create, and the users that apply to this restriction. After you have selected your preferred operations, click OK, Save and Close the Field Permissions window. Refresh your page.
Return to your form to see the applied Field Level Security. Notice the key icon located next to the Pay Rate and Bill Rate. This signifies that the selected users will not be allowed to edit or change any values in this field.
Remember, you must enable Field Security from the following path: Administration > Customize the System > Entities. From here you can select the form, and then the field you need to secure.
Learn more about our Microsoft Staffing Solution, 1Staff, by Requesting a Demo.