Book Image

Microsoft Dynamics 365 Extensions Cookbook

Book Image

Microsoft Dynamics 365 Extensions Cookbook

Overview of this book

Microsoft Dynamics 365 is a powerful tool. It has many unique features that empower organisations to bridge common business challenges and technology pitfalls that would usually hinder the adoption of a CRM solution. This book sets out to enable you to harness the power of Dynamics 365 and cater to your unique circumstances. We start this book with a no-code configuration chapter and explain the schema, fields, and forms modeling techniques. We then move on to server-side and client-side custom code extensions. Next, you will see how best to integrate Dynamics 365 in a DevOps pipeline to package and deploy your extensions to the various SDLC environments. This book also covers modern libraries and integration patterns that can be used with Dynamics 365 (Angular, 3 tiers, and many others). Finally, we end by highlighting some of the powerful extensions available. Throughout we explain a range of design patterns and techniques that can be used to enhance your code quality; the aim is that you will learn to write enterprise-scale quality code.
Table of Contents (12 chapters)

Configuring and assigning field-level security


For a long time, field-level security was a top ask from Dynamics CRM users. During Dynamics CRM 4.0 era, many attempted to implement field-level security based on roles. However, most of the customization was limited to the frontend web interface that rendered the solution somewhat insecure. Some third-party add-ons had more comprehensive solutions until the feature was introduced in Dynamics CRM 2011.

In this recipe, we will enable the e-mail address on the contact entity for field security, and then we will create a read profile to allow users associated with it to be able to read the attribute.

Getting ready

As per the previous security configuration, we will need a Packt solution to contain our changes. From a security privilege perspective, you will need a System Administrator to create and update the profiles.

How to do it...

  1. Navigate to Settings | Solutions | Packt | Entities | Contact | Fields.
  2. Double-click on emailaddress1 and select Enable...