Rollup Field vs. Security Role

Wednesday, August 10, 2016

One of the professional benefits I gain from training Microsoft Dynamics CRM courses appears from time to time in the form of an innocent question from a student. A question which makes me stop for a moment and think… What would Mr. Spock answer to this? Here is one: Does a Rollup field calculation take the user’s privileges into account?  Let me demonstrate: a user has access to a Project records which contains the Total hours consumed. This is a Rollup field which sums up the related Activity Report records Total Hours field value. The user security Roles prevent...
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Field Level Security – Update, Don’t Read

Tuesday, July 19, 2016

I always assumed Field Level Security privileges are somehow inclusive, meaning you can’t have Update privilege without Read. I was wrong. Defining the Field Security privileges lite this will prevent the profile users from reading the secured field value but will allow them to create with and update it. I can’t think of a business process which requires such behavior, but since Field Level Security apply to APIs as well as UI, it may be useful when external applications are required to update a secured value but are not allowed to retrieve it. 
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