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Creating private notes field in Dynamics CRM 4.0

Frage
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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
Antworten
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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
- Als Antwort vorgeschlagen JuergenBeckModerator Montag, 3. Mai 2010 21:12
- Als Antwort markiert JuergenBeckModerator Mittwoch, 12. Mai 2010 13:00
Alle Antworten
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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
- Als Antwort vorgeschlagen JuergenBeckModerator Montag, 3. Mai 2010 21:12
- Als Antwort markiert JuergenBeckModerator Mittwoch, 12. Mai 2010 13:00