Wednesday, 17 January 2024

Dyanmics CRM - Secure and Unsecure Configurations in Plugin

Dynamics CRM

Plugins

Dynamics CRM provides two different configuration fields for plugins, the unsecure configuration and the secure configuration. The biggest difference that you’ll seen mentioned between these two settings is that the secure configuration is only viewable by CRM Administrators while the unsecure configuration is viewable by any CRM user. However, there’s another important difference: the unsecure config will automatically move between environments with your CRM solutions.


Summary

Use the secure config when a setting is sensitive and shouldn’t be readable by any CRM user OR if you don’t want that setting to move between environments when importing/exporting solutions.

Unsecure ConfigSecure Config
Readable by any CRM UserYesNo
Moves Between Environments with SolutionsYesNo






eg /: Constants that you’d want to move with a solution like “MaxRetries” or “NumberOfDaysToFollowUp”     is Unsecure Config













No comments:

Post a Comment

How to Trigger a Microsoft Flow from a Custom Button in Dynamics 365

  When using Microsoft Flow the out-of-the-box button is nested under the ‘Flow’ section and is not easy to find nor is it customizable. Tri...