Add teams or users to a field security profile

 

Applies To: Dynamics CRM 2013

Role-based security controls access to a specific entity type, record-based security controls access to individual records, and field-level security controls access to specific fields. You can use a field security profile to manage the permission of users and teams to read, create, or write in secured fields. For example, the System Administrator field security profile gives full access to all secured fields in Microsoft Dynamics CRM.

1. 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 Administration > Field Security Profiles.

   If using CRM for Outlook

   1. In the Navigation Pane, expand your organization if necessary, and then click or tap Settings > System > Administration > Field Security Profiles.

2. Click or tap the profile name that you want to add teams or users to.

3. Under Related, click or tap Teams or Users.

4. On the Actions toolbar, click or tap Add.

5. Select a team or user from the list. You can search for a team or user first.

6. Click or tap Add.

7. Close the field security profile record.

See Also

Control data access
Security concepts for Microsoft Dynamics CRM
Manage security, users and teams
Synchronize user information between Microsoft Dynamics CRM and Active Directory

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