Security based on field's value and Security Role - Dynamics 365 CRM Online

Question

I received a business requirement to achieve security of Dynamics 365 CRM online data based on a field's value and the current user Security Role. Is that possible? I would like to accomplish this no code if possible, but the permission dependency on the current record field's value is what makes it difficult for me to figure out. Let me give an example maybe someone had this requirement before...

For example on a custom entity "Custom" I have an option set field.

• If the value of the option set is "Yes" and the current user has Security Role A (yes give access to the specified related entities), then the user can see that specific record's related entities.
• If the value of the option set is "Yes" and the current user has Security Role B (no do not give access to the specified related entities) then the user cannot see that specific record's related entities.

Appreciate your help in advance.

Answer 1

Dear ES1106,

Good day! Thank you for posting in Microsoft Community. We’re happy to help you!

According to your query, please understand that it’s out of our support boundary. To make sure you receive dedicated help, please reach our Dynamic 365 support team at below link, I believe our dedicated team will further help you address your concern. Thank you for your time and understanding.

https://community.dynamics.com/

Sincerely,

Etta | Microsoft Community Moderator

Answer 2

It seems that your query related to Dynamics 365 CRM Online. You may need to contact proper Dynamics 365 CRM forum for further help. Here is the forum link for your reference: https://community.dynamics.com/