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ShahulHameed-7211 avatar image
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ShahulHameed-7211 asked ·

How to hide VIP records in CRM

We have a requirement to hide particular records in crm (Ex: VIP customer) in all views and advanced find searches.(Record level security)

I am aware that we can define separate business units and security roles to hide the records but records should be hidden based on some flag or type of the customer.

I can write a script/business rule to hide the information but challenge is to hide the records from views and advance searches.

Your suggestions are highly appreciated

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1 Answer

Jerryzy-MSFT avatar image
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Jerryzy-MSFT answered ·

Hi Shahul,

Welcome to Microsoft Q&A Forum.

The tag "csp-api" maily discussed about Partner Center API in this forum.

As this question is mainly about CRM, I suggest you could post a new thread in the forum below, you can get more help about CRM in the forum:

Microsoft Dynamics CRM

Thanks

Best Regards

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