CRM Field Level Security is essential for CRM users to limit people viewing, editing, and creating specific data fields. As a new user, you need to do some deeper research in choosing the best CRM that has the best security field level. For example, Dynamic 365 is a CRM software with a well-known security field level.
To keep you updated, knowing the review is a must. Therefore, you should know some things about CRM field level security and Dynamics 365, which offers their best service. Without any further ado, let’s get started!
What is CRM Field Level Security?
Field-level security in Dynamics 365 CRM solution allows you to enlarge your security system in the establishment to include some specific fields. However, you cannot use this program to secure areas and be part of your typical security role setup.
Dynamics 365 field level security works with the guard options for each data field in your platform. You can utilize a field-level security process to control the accessibility to each type of data field. You can also assign data access privileges and permission to a specific user.
The data field is only accessible to team members who can access the data. The field-level security role defines this permission. This means that you can make your confidential data safe in your system with limited people who can access it.
You can activate field-level security for the default system and custom field simultaneously. It is displayed in the settings under the data field schema. As a result, you can start or deactivate the security system by choosing the option, and also allow permission for the security fields for the specific commands.
CRM Field Level Security in Some Platforms
Various platforms provide field-level security to give to their client. This feature has a different role in each platform. So here is the function of field level security in some media.
1. Microsoft Dynamic 365
As explained above, Microsoft Dynamic 365 is a well-known CRM with the best field-level security. Dynamics works on a couple of entities. Those entities can have a security level to access specific data in the system. Therefore, the field level is running in the administration process.
Microsoft Dynamics 365 provides security based for all users and team members. It gives more step-by-step security levels for the single field that can be done using field-level security.
This platform can secure many specific system attributes, such as tracking records, IDs, and time stamps. When the data field level is enabled, it will apply to all the data access requests across various applications.
Those systems are;
- Requesting data access from external organizations such as websites, Outlook, email, and mobile client applications.
- Web API services that use Microsoft Dataverse web service as plugins and custom code.
- Viewing and reports permission for anyone.
2. Zoho CRM
Data security is one of the CRM software features essential for people. You need to handle some sensitive business information for your company, which needs to be confidential. However, in some cases, you need to share some of the information with your customer. Still, you need to keep some of the data safe.
Accordingly, Zoho CRM offers the feature for you. You can restrict access to specific data fields within a module, not a whole module. As a result, you can hide some data fields or permit read-only access.
For instance, when your contract with your customer states confidential information such as bank account details or credit card details, you can hide these fields for specific profiles. In other cases, you do not allow them to modify their profiles, so you can give them read-only access to their profiles for limited use.
CRM Field Level Security Role in Dynamic 365
Field-level security is available for the default system on custom fields on custom entities, the entities, and custom fields. The security profiles manage field security to perform the following tasks in implementing security levels for your application.
Therefore, the following tasks are examples:
- Enabling the field security on one or more fields depends on the entity.
- Associating one or more profiles or creating one or more security profiles to permit access for the specific user and teams.
Control Access for Dynamic 365
People use Dynamic 365 to restrict access to high business levels that impact the specific user and teams. You may enable this feature to allow only certain users to read or update the credit score for a customer. In this case, you can apply field-level security to custom and out-of-box fields.
Here are a few steps to enable this feature on Dynamic 365:
- The first step is to allow field-level security for the attributes.
- Then, create a field-level security profile.
- You may associate this new profile with your teams or any users.
- The last step is creating specific field permission for some profile attributes, such as Create, Update, or Read.
Which Attribute Can Be Secured in Dynamic 365?
As mentioned before, you can secure some attributes from this software. Here are some features you can query the entity metadata that you can use.
- .CanBeSecuredForCreate
- .CanBeSecuredForRead
- .CanBeSecuredForUpdate
Numerous attributes can be secured in this platform, so you can find this information in two ways. The first one is installing the Metadata Browser solution to view this software’s entities and properties. Also, you can search the reference documentation for entities.
However, there are a few additional rules to apply in specific attribute data types, such as:
- Boolean attributes can be secured only for the update and create option; it is unavailable for read operation.
- Options set attributes can be secured for create, update, and read-only when a default value is unspecified.
CRM Field Level Security is Essential for Your Business
As explained above, Dynamic 365 has the best CRM field-level security features you can efficiently utilize for your business. Choosing the best system can protect your data from being stolen. Or it is confidential data that no one in the industry or customer should access. So, will you subscribe to the plan to protect your brand?