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I need to limit users accessibility to see Project Transactions on my Executive Projects

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Posted on by tday

We have created several projects that include sensitive information, we have created categories for those projects and need to exclude users from being able to access our projects where the category is "executive"? Any thoughts on how to limit access to that specific attribute?

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Sohaib Cheema 49,147 User Group Leader on at

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I need to limit users accessibility to see Project Transactions on my Executive Projects

Hi,

You can control this by XDS (in old days we called it record level security):

I am leaving you with documentation, any further questions, you can ask.

https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/sysadmin/extensible-data-security-policies

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