Our parent Business Unit is a manufacturer. Our child Business Unit is a
distributor.
We need some fields that pertain only to a distributor, not a manufactuerer.
Is there any way besides a field level security third party add-on to add
attributes and have them seen only in the business unit that added them?

RE: Attributes by imumar

imumar
Fri Aug 31 11:38:05 PDT 2007

Hi,
There is no built in feature in MS CRM to apply field level security. But it
can be achived upto some extent with the help of some custome programming
using CRM SDK. Something similar is shown in following URL;
http://ronaldlemmen.blogspot.com/2006/04/hide-and-show-fields-based-on-logged.html

You may contact me directly at my email address if you need any help.
--
PLEASE do click on Yes or No button if this post was helpful or not for our
feedback.

uMar Khan
Email for direct contact: imumar at gmail dot com


"HealthPro" wrote:

> Our parent Business Unit is a manufacturer. Our child Business Unit is a
> distributor.
> We need some fields that pertain only to a distributor, not a manufactuerer.
> Is there any way besides a field level security third party add-on to add
> attributes and have them seen only in the business unit that added them?
>

RE: Attributes by HealthPro

HealthPro
Fri Aug 31 11:46:02 PDT 2007

Thank you for your answer. We already have an add on from a company called
C360 that will let us do field level security. However that would be
cumbersome
because we have added so many fields that our parent would not need.

What I am really trying to find out is whether all attributes are global or
can you have some that are just for a specific business unit?

Thanks.

"uMar Khan" wrote:

> Hi,
> There is no built in feature in MS CRM to apply field level security. But it
> can be achived upto some extent with the help of some custome programming
> using CRM SDK. Something similar is shown in following URL;
> http://ronaldlemmen.blogspot.com/2006/04/hide-and-show-fields-based-on-logged.html
>
> You may contact me directly at my email address if you need any help.
> --
> PLEASE do click on Yes or No button if this post was helpful or not for our
> feedback.
>
> uMar Khan
> Email for direct contact: imumar at gmail dot com
>
>
> "HealthPro" wrote:
>
> > Our parent Business Unit is a manufacturer. Our child Business Unit is a
> > distributor.
> > We need some fields that pertain only to a distributor, not a manufactuerer.
> > Is there any way besides a field level security third party add-on to add
> > attributes and have them seen only in the business unit that added them?
> >

RE: Attributes by imumar

imumar
Fri Aug 31 12:22:00 PDT 2007

Hi,
No, there is no such functionality.

Another option is to bring all the realted attributes on one tab and than
hide the tab for given BU.
--
PLEASE do click on Yes or No button if this post was helpful or not for our
feedback.

uMar Khan
Email for direct contact: imumar at gmail dot com


"HealthPro" wrote:

> Thank you for your answer. We already have an add on from a company called
> C360 that will let us do field level security. However that would be
> cumbersome
> because we have added so many fields that our parent would not need.
>
> What I am really trying to find out is whether all attributes are global or
> can you have some that are just for a specific business unit?
>
> Thanks.
>
> "uMar Khan" wrote:
>
> > Hi,
> > There is no built in feature in MS CRM to apply field level security. But it
> > can be achived upto some extent with the help of some custome programming
> > using CRM SDK. Something similar is shown in following URL;
> > http://ronaldlemmen.blogspot.com/2006/04/hide-and-show-fields-based-on-logged.html
> >
> > You may contact me directly at my email address if you need any help.
> > --
> > PLEASE do click on Yes or No button if this post was helpful or not for our
> > feedback.
> >
> > uMar Khan
> > Email for direct contact: imumar at gmail dot com
> >
> >
> > "HealthPro" wrote:
> >
> > > Our parent Business Unit is a manufacturer. Our child Business Unit is a
> > > distributor.
> > > We need some fields that pertain only to a distributor, not a manufactuerer.
> > > Is there any way besides a field level security third party add-on to add
> > > attributes and have them seen only in the business unit that added them?
> > >

RE: Attributes by HealthPro

HealthPro
Fri Aug 31 13:10:01 PDT 2007

Hi,
Thank you so much for the answer. I was afraid that the attributes were
global, but it is nice to have someone like you who has more CRM expertise
confirm that for me. We have created a tab for our fields so we will have to
make do with that. Thanks again for your time.
Healthpro


"uMar Khan" wrote:

> Hi,
> No, there is no such functionality.
>
> Another option is to bring all the realted attributes on one tab and than
> hide the tab for given BU.
> --
> PLEASE do click on Yes or No button if this post was helpful or not for our
> feedback.
>
> uMar Khan
> Email for direct contact: imumar at gmail dot com
>
>
> "HealthPro" wrote:
>
> > Thank you for your answer. We already have an add on from a company called
> > C360 that will let us do field level security. However that would be
> > cumbersome
> > because we have added so many fields that our parent would not need.
> >
> > What I am really trying to find out is whether all attributes are global or
> > can you have some that are just for a specific business unit?
> >
> > Thanks.
> >
> > "uMar Khan" wrote:
> >
> > > Hi,
> > > There is no built in feature in MS CRM to apply field level security. But it
> > > can be achived upto some extent with the help of some custome programming
> > > using CRM SDK. Something similar is shown in following URL;
> > > http://ronaldlemmen.blogspot.com/2006/04/hide-and-show-fields-based-on-logged.html
> > >
> > > You may contact me directly at my email address if you need any help.
> > > --
> > > PLEASE do click on Yes or No button if this post was helpful or not for our
> > > feedback.
> > >
> > > uMar Khan
> > > Email for direct contact: imumar at gmail dot com
> > >
> > >
> > > "HealthPro" wrote:
> > >
> > > > Our parent Business Unit is a manufacturer. Our child Business Unit is a
> > > > distributor.
> > > > We need some fields that pertain only to a distributor, not a manufactuerer.
> > > > Is there any way besides a field level security third party add-on to add
> > > > attributes and have them seen only in the business unit that added them?
> > > >