1
votes

I am customizing Dynamics CRM 2016 for multiple departments to store contacts. I need to extend the contact entity but I only want to show the department-specific fields to the users of that department.

I can implement field-level-security but that displays all the custom fields (but doesn't allow other departments to see the actual values). That creates a lot of visual pollution.

Is there a better approach to achieve this?

contact entity diagram

1

1 Answers

2
votes

Either create a separate CRM form for each department then control with security role, Or create individual tab/section in single form to show/hide in JavaScript based on dept/user security role.