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Enable or disable security for a field

Field-level security lets you set which fields users can see or edit. For example, if want to prevent users from accidentally changing an account name, you can restrict them from editing that field. In Microsoft Dynamics CRM 2013, you could only set field-level security for custom fields, but in Microsoft Dynamics CRM 2015, you can also set field-level security for default fields. For more information about field-level security, see TechNet: Security concepts for Microsoft Dynamics CRM.

To set which users and teams have read or write access to fields, see Set up security permissions for a field.


Note

You can't change the permissions on a field that you don't have permission to access.


  1. Go to Settings > Customizations. (How do I get there?)

  2. Choose Customize the System.

  3. Under Components, expand Entities, expand the entity that has the field you want to secure, and then choose Fields.

  4. In the list of fields, double-click the field you want to secure.

  5. In the Field window, on the General tab, to the right of Field Security, specify whether to Enable or Disable security for the field.

  6. Choose Save or Save and Close.

  7. When your customizations are complete, publish them:

    • To publish customizations for only the entity that you are currently editing, in the navigation pane, choose the entity, and then choose Publish.

    • To publish customizations for all unpublished entities at one time, in the navigation pane, choose Entities, and then on the command toolbar, choose Publish All Customizations.

Applies To

CRM Online

CRM 2015 on-prem

CRM 2013 on-prem

 
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