Friday, 6 August 2021

Form Level Security In Dynamics CRM:

 Form Level Security In Dynamics CRM:



Form level security used to secure a form, using this form level security we can restrict the Entity form to displaying for everyone OR Displaying only for some security roles.

Go to Settings => Solutions
Click on Entity Form => Select any form on which you want to perform Security.
Click on Enable Security Rule.




Now here you can set two options as...

1. Display to everyone : 
Form will be displaying to everyone.

2. Display only to these selected  security roles :
Form will be displaying to only selected security roles.



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