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Create a field security profile

You can use a field security profile to manage the permission of users and teams to read, create, or write in secured fields.

For an overview of security concepts see Overview of security for Microsoft Dynamics CRM

  1. Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics CRM.

    Check your security role

    • Follow the steps in View your user profile.

    • Don't have the correct permissions? Contact your system administrator.

  2. Follow the steps for the app you're using.

    If using the CRM web application

    1. On the nav bar, click or tap Microsoft Dynamics CRM > Settings.

      Settings appears on the nav bar.

    2. Click or tap Settings > Administration.

    If using CRM for Outlook

    1. In the Navigation Pane, click or tap Settings > System > Administration.

  3. Click or tap Field Security Profiles, and then on the Actions toolbar, click or tap New.

  4. Type information in the text boxes.

    • In the Name text box, type a name for the new profile.

    • In the Description text box, optionally type information to help define or identify security profile.

  5. When you're ready to save your data, click or tap Save.

  6. Add field permissions.

    1. Click or tap Related > Common > Field Permissions.

    2. Select a field permission, and then click or tap Edit.

    3. Select the permission types to be assigned to the users and teams of the security profile, and then click or tap OK.

  7. Add users or team.

    1. Click or tap Related > Teams or Related > Users.

    2. On the More Actions toolbar, click or tap Add.

    3. Select a team or user from the list or search for a team or user and click or tap Select.

    4. Click or tap Add.

    5. Repeat the above steps to add multiple teams or users, and then click or tap Add.

Applies To

CRM Online

CRM 2013 on-prem

 
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