September 2011
Intermediate to advanced
1008 pages
24h 27m
English
Fields can now be hidden at the user level with no additional code required. The field security is defined by user and team; this is unlike record and form security, which is defined by role.
With the first release of Microsoft Dynamics CRM 2011, field-level security is available only for custom attributes (that is, those you add to a form). System attributes cannot be set for field-level security.
Note
It is anticipated that Microsoft will release an update that will allow this feature to be included for all attributes.
Field-level security is controlled through an added role feature called field security profiles. Figure 1.10 shows the section and a few typical sample field security profiles.
Figure 1.10 Field security ...