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Showing posts with the label Advanced Find

Make Dynamics Crm Advanced Find meet your client needs.

         I've been requested to modify Advanced Find filters and results  programmatically probably five times in my Dynamics CRM career. There were different reasons like monitoring/auditing of users searches, restricting of sensitive information, filtering search results, hiding parts of returning data from selected users etc.          Most popular scenario for interference into Advanced Find is to keep field security consistent. Given you have two forms for Contact entity. One form contains sensitive info like address, phone etc. Other form  is for public use. Access to forms is role based. Security profile cannot be set due to design limitations. The catch here in Advanced Find. Any user who has permissions for Contact entity can create AF view and see the contact phone.            From customization perspe...