


To restrict users in the customer service team from editing the balance field and allow only the accounting team to update it, you should use field-level security. Enabling field security for the balance field and granting read and update permissions to the accounting team ensures that only the accounting team can modify the field while the customer service team can only view it. This solution does not involve creating custom forms or roles, adhering to the requirement of implementing the solution without any customizations.





To move solutions from the development instance to the production instance within the Common Data Service (CDS), there are two effective methods. First, after making necessary changes to the solutions in the development instance, these solutions should be exported as managed solutions. Exporting as a managed solution ensures that the solution can be imported and managed properly in the production environment. Second, in the development instance, you can clone the solution as a patch, make the necessary changes, then export and import this solution into the production instance. Patches allow for incremental updates to solutions without affecting the original solution's integrity. Using both these techniques ensures a smooth and secure transition of solutions between environments.