Tuesday, July 20, 2010

XRM Field-Level Security Plugin

One of the most frequently asked features in xRM/CRM development is "Field Level Security" access rights control. According to Microsoft's White Paper, we can implement "Field Level Security" feature by combination of TWO mechanisms i.e; plug-in and SQL Query.

To be honest, I always tried to run away from it whenever my users request for this feature. I have my own reason. I am worry that we can have unforeseen issues in some areas such as business logic implementation, and access rights conflict, if we don't have well plan for field-level access rights controls.

Today, I cannot runaway anymore because one of my clients wants this feature to limit read access for some attributes which we kept for information purpose only. So, with the help of Andriy's contribution and White Paper, I implemented this feature. Of course, the approach will be different from them as usual :)

Below is the list of features supported by my plug-in:
  • Everyone will have ALL access in CRM as default, unless you specify attribute information detail in access rights entity
  • Field-level access rights is controlled by "User Role", and it will apply to all same User Roles across all Business Units.
  • It provides THREE types of access rights: 1) No Access, 2) Read Only, and 3) Read & Create
Feel free to use this application. Either leave comment or email me if you want to know further information or give suggestion to me. But, please use it as your own risk :)

Download Link



Customer support software said...

The featured shared in here seems really great. Regarding access it is very essential many a times. For privacy purpose we have to hide certain fields. Sure gone try it out.

Dave Berry said...


You mention a SQL Query component of this solution, but I can't find any reference to what that query is in the documentation. Can you shed some light about the nature of this query, and what its function is?

Thuta Hlaing said...

Dear Dave,

I haven't implemented the SQL Version yet. I only provide for plug-in version. Thanks :)


Anonymous said...

Hi ,

This look great, I am looking at the code now. I have a few questions.

Can you tell me what PSXrmDevLib is?

It looks like this is a CMR4.0 plugin.

What do I need to change to make it CRM 2011 Plugin?


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