Microsoft Dynamics CRM 2013 Unleashed

Field Security Profiles

Field-level security (FLS) allows users to set up security on specific fields.

When working with FLS, you have to create field security profiles and then apply them to either teams or users.

Note

The profiles created are completely separate from the security roles created.

Note

FLS is only available to custom attributes. It is anticipated that the option for system attributes will be part of a future update rollup from Microsoft.

Note

If you create field security profiles and then select Field Permissions, but don’t see any records, it is because you haven’t created any custom fields with field security enabled yet.

Figure 12.66 shows what the various profiles look like from the Administration page.

FIGURE 12.66 ...