{"id":4823,"date":"2017-03-21T17:50:08","date_gmt":"2017-03-21T12:20:08","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=4823"},"modified":"2017-03-21T17:50:08","modified_gmt":"2017-03-21T12:20:08","slug":"views-show-no-records-double-check-field-level-security-in-dynamics-365crm","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2017\/03\/views-show-no-records-double-check-field-level-security-in-dynamics-365crm\/","title":{"rendered":"Views show no records \u2013 Double check Field Level Security in Dynamics 365\/CRM"},"content":{"rendered":"<p style=\"text-align: justify;\">Apart from Security roles that allow controlling record level access, Dynamics 365\/CRM also supports Field Level Security that allows you to control access to individual fields. Using Field Level Security, you can control \u2018Read\u2019, \u2018Update\u2019 and \u2018Create\u2019 access. If a user does not have \u201cRead\u201d access to a particular field, a lot of your processes could break. In one of our earlier blogs, we had specified how a workflow execution failed because the user under which the workflow was being executed did not have access to the field using the workflow logic. And now another scenario where field level security could create problem, Views and conditions in there.<\/p>\n<p style=\"text-align: justify;\"><strong>Records missing from views:<\/strong><\/p>\n<p style=\"text-align: justify;\">You have designed a view and applied a filter on a particular field of the entity to filter the records to be displayed in the view. And that field happens to be one with Field Level Security enabled.<\/p>\n<p style=\"text-align: justify;\">In the example below, we have taken the Country field that has been enabled for FLS<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2017\/03\/Double-check-Field-Level-Security-in-Dynamics-CRM1.jpg\"><img decoding=\"async\" class=\"wp-image-4818 aligncenter\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2017\/03\/Double-check-Field-Level-Security-in-Dynamics-CRM1.jpg\" alt=\"Double check Field Level Security in Dynamics CRM\" width=\"766\" height=\"292\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">To prevent the value of this field from being displayed to the users, a field security profile was created with no permissions to this field. The user was then added to this profile.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2017\/03\/Double-check-Field-Level-Security-in-Dynamics-CRM2.jpg\"><img decoding=\"async\" class=\"wp-image-4819 aligncenter\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2017\/03\/Double-check-Field-Level-Security-in-Dynamics-CRM2.jpg\" alt=\"Double check Field Level Security in Dynamics CRM\" width=\"777\" height=\"114\" \/><\/a>The default lookup view was modified to display records for a particular country<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2017\/03\/Double-check-Field-Level-Security-in-Dynamics-CRM3.jpg\"><img decoding=\"async\" class=\"wp-image-4820 aligncenter\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2017\/03\/Double-check-Field-Level-Security-in-Dynamics-CRM3.jpg\" alt=\"Double check Field Level Security in Dynamics CRM3\" width=\"797\" height=\"246\" \/><\/a>The user added to the Field Security Profile created above complained of no records being shown on this view \ud83d\ude42<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2017\/03\/Double-check-Field-Level-Security-in-Dynamics-CRM4.jpg\"><img decoding=\"async\" class=\"wp-image-4821 aligncenter\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2017\/03\/Double-check-Field-Level-Security-in-Dynamics-CRM4.jpg\" alt=\"Double check Field Level Security in Dynamics CRM\" width=\"792\" height=\"313\" \/><\/a><strong>Solution:<\/strong><\/p>\n<p style=\"text-align: justify;\">Enable Read access to the field in the field security profile or remove the field from the filter criteria of the view.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2017\/03\/Double-check-Field-Level-Security-in-Dynamics-CRM5.jpg\"><img decoding=\"async\" class=\"wp-image-4822 aligncenter\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2017\/03\/Double-check-Field-Level-Security-in-Dynamics-CRM5.jpg\" alt=\"Double check Field Level Security in Dynamics CRM\" width=\"791\" height=\"119\" \/><\/a><\/p>\n<p><strong>Conclusion<\/strong>:<\/p>\n<p style=\"text-align: justify;\">Use the Field Security Profile wisely and think of the business logic that you may have applied around the fields that have been secured and its impact on the process.<\/p>\n<p style=\"text-align: justify;\"><a href=\"http:\/\/www.inogic.com\/product\/productivity-pack\/click-2-clone-microsoft-dynamics-crm-records\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-4830 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2017\/03\/Click2Clone-Promo.jpg\" alt=\"Click2Clone Promo\" width=\"728\" height=\"90\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Apart from Security roles that allow controlling record level access, Dynamics 365\/CRM also supports Field Level Security that allows you to control access to individual fields. Using Field Level Security, you can control \u2018Read\u2019, \u2018Update\u2019 and \u2018Create\u2019 access. If a user does not have \u201cRead\u201d access to a particular field, a lot of your processes\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2017\/03\/views-show-no-records-double-check-field-level-security-in-dynamics-365crm\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":4831,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[16,19,51],"tags":[801,802],"class_list":["post-4823","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dynamics-365","category-dynamics-crm","category-security","tag-field-level-security","tag-field-level-security-dynamics-crm"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/4823","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=4823"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/4823\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media\/4831"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=4823"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=4823"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=4823"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}