Masked fields in Dynamics 365

By | June 17, 2017

If you ever needed to create a password field in Dynamics, you first instinct was, probably, to create a javascript that will somehow encode the value entered into such a field.

Luckily, creating such fields is not exactly the most popular requirement so we don’t have to think of this too often. However, when it does happen, it may end up being a bit of a problem.. Because that javascript can turn out to be quite tricky.

So, if you are reading this post because you just found yourself in that kind of situation, there are some good news. You don’t need javascript!

Well, at least you have at least one other option which does not require coding.

You can setup a field security profile:

By the way, if you are not familiar with the field security profiles yet, you will need to read this:

https://www.microsoft.com/en-us/dynamics/crm-customer-center/set-up-security-permissions-for-a-field.aspx

What may not be clear is that you can allow “update” and “create” without giving “read” permissions.

As a result, a user who is not a system administrator, and who has been assigned that kind of field security profile will see masked values when he/she will be looking at the data:

 

Yet such a use will still be able to enter new value into the protected field:

 

This is a quick workaround, but I admit it does not cover all scenarios. For example, there is no way in this scenario to allow the user to see protected value once it’s been entered without utilizing a javascript/plugin.

Still, it’s a quick and robust solution: it works everywhere (on the forms, in the views, in the reports), and it does not take long to set up a field security profile.

 

Interestingly enough, if you know how to update customizations.xml file, it seems there is an attribute that you can add to the file manually and that is supossed turn an input control into a password control:

https://msdn.microsoft.com/en-us/library/gg328396.aspx

However, it did not really work for me when I tried. It did, but in some strange way – here is what I got:

 

It does not depend on the browser – it was exactly the same behavior in both Edge and Chrome. 

 

One thought on “Masked fields in Dynamics 365

  1. Anish Kumar

    Hi Alex,
    I had a question on this field hiding. What if the user/team doesn’t want anyone but them to see data in certain sensitive fields. How do you hide those from the ‘System Administrators’ who are supporting the dynamics instance?
    Thank you in advance.

    Reply

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