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I am struggling while configuring security permissions for financial reports in Financial Report Designer in Dynamics 365 for Finance and Operations. I know there used to be Report Library permissions back in Management Reporter however seems like this has been taken by Microsoft in the new Financial Report Designer. The questions is how can we configure security permissions at the user level for each report? For example, a company has 10 financial reports. At the moment, the user with security access to Financial Reports can see all of these 10 reports. What I am looking after is to configure security permission such that the user should NOT see all of them.
I know that there are some security permissions at the user level but they can't control user's access to individual reports.
Please advise. Thanks!
Hi Muhammad Anas Khan,
Security is managed through D365FO not through the financial report designer anymore.
There is one exception that relates to the data people can see.
This is called unit security and works via reporting trees.
You can find some information here:
If you want to restrict access to data for some people then there might be quite some setup to do though.
Hi Muhammad ,
The financial reporting functions are available to users who have the appropriate privileges and duties assigned to them through their security roles. The following Link list these privileges and duties, together with the associated roles.
I am familiar with role-based security which can be used to configure security access in D365FO. However what I am aiming for is something else. As soon as we give "Maintain financial reports" duty to a user, the user has access to all the financial reports. The question is how can I hide some of the highlighted reports below for a particular user? Back in AX 2012 this could be achieved using Report Library permissions within Management Reporter. I need to know how can it be done in D365FO. Can we use XDS for this purpose?
Yes you can use XDS for that.
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