Implementing Microsoft Dynamics 365 Customer Engagement

Field security profiles

Security roles are used to control access for entities, but if we want to control the security of the field, we use field-level security. Using field-level security, we can control whether a user can read, create, or update a particular field. By default, field-level security is disabled. We can change the field-level security properties from the Field Property window. We can see all the security profiles created for the organization by navigating to Settings | Security | Field Security Profiles.

Let's say we want only the service manager to be able to apply manual discounts to total service amounts. To implement this, we need to create a field-level security profile. Let's see how we can create it using the following ...