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Restrict Financial Dimensions in Project

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Posted on by LB-03061218-0

Hello Community,

Can anyone please suggest how to restrict financial dimensions in a Project? Even though transactions have already been posted, the system is still allowing changes to dimensions,
which is causing costs and revenue to be posted to an incorrect business unit.

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Dynamics 365 Finance

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Subramani Sivan 378 on at

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I don't think we have any feature with OOB in D365 but we can achieve the same through extension and we do have some temporary fix that will not work all the users as well.

Kindly let me know if you are looking for more information on this.

Thanks,
Subra

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Adis 6,659 Super User 2026 Season 1 on at

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Hi,

Out of the box you can restrict\allow CRUD operations on a whole table, like on Fin.Dimension, however, you cant restrict it for specific data, at least not in the application itself.

There is a framework called Extensible data security policies - Finance & Operations | Dynamics 365 | Microsoft Learn, where you can generally allow CRUD operations on a table except for certain data. I am not sure if that works well on Fin.Dimensions since they are a bit specific, but this is something a developer can look into it.

So a developer defines a policy and then you have to put in the appropriate string in the "Security policy context string" field for a specific role. That means, only those users who have the role with this string in it are allowed for CRUD operations for the FinDim Project, whereas others are only allowed for the other dimensions.

Kind regards, Adis

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Deepak Agarwal 8,722 on at

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This is strange, after transaction posting, this should not be editable (unless I'm missing something). Are there any customization done by you/team?

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