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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Hide Particular custom...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Hide Particular customers for a certain security role usersa0

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Posted on by CU13111801-1 26
Is this possible to hide the specific customers in All Customers form and the other forms wherever that customer is used, for a ceratin security role users?
 
For Example, customer id 001 is needs to hide from All Customers form and Invoice Journal Form, and so on, wherever that customer id is used.
 
If possible, how can we achieve this?
 
Which is the best method to achieve this?
Categories:
Dynamics 365 Project Operations
I have the same question (0)
  • Suggested answer
    Martin Dráb Profile Picture
    Martin Dráb 238,745 Most Valuable Professional on at
    It can be done with Extensible Data Security.
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 303,269 Super User 2026 Season 1 on at
    Hi,
     
    You can have a look at the Global address book security which is an implementation based on Extensible data security.
     
    This is a feature from AX2012 that is not moved yet to Dynamics 365, but I provided in a blog how to reinstate the feature: About reinstating global address book security in Dynamics 365 Finance and Operations - Dynamicspedia
     
    Next to the link provided by Martin, I also provided some examples of XDS: Extensible Data Security examples for Microsoft Dynamics

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