Creating private notes field in Dynamics CRM 4.0

Question

Good afternoon,

We are using Microsoft Dynamics CRM 4.0 for our customer relations.
Now the users are requesting if it is possible to create private fields in the contact tables.

So when they edit an account or contact they would like an extra notes cell in which they can input information that only they can access.
Is this possible?

Greetings,
Chris Jeucken
from The Netherlands

Answer 1

Hi Chris,

with the standard of the crm it is not possible to use field level security on the forms. There are third party modules on the markt with implement field level security in crm.

 

---

Viele Grüße

Michael Sulz
MVP für Microsoft Dynamics CRM

Answer 2

Hi Chris,

this is the german Forum for Microsoft Dynamcis CRM.

You can find the english Forum for Microsoft Dynamcis CRM here: http://social.msdn.microsoft.com/Forums/en-US/category/dynamics

For adding private fields you can add a custom entity in relation to the contact entity. All private information can be stored there. The security role for this entity should be configured appropriately.

Best regards,
Jürgen

---

Jürgen Beck

Dipl. Kfm./Wirtschaftsinformatik
MVP, MCSD.NET, MCITP DBA, MCDBA, MCSE
Microsoft Certified Business Management Solutions Professional
Microsoft Certified CRM Developer
Microsoft Certified Trainer

ComBeck IT Services & Business Solutions
Microsoft Gold Certified Partner
Microsoft Small Business Specialist

Developing & Supporting Business Applications from small business to big enterprises covering scores of sectors

http://www.combeck.de