D365 hiding modules by User

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Posted on by CU23030454-0

Hi,

I would like to know if the modules in D365 F&O can be hidden for specific users if the user should not have access to the specific modules.

Kind Regards

Dhakshi

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Dynamics 365 Finance

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Shaluma 33 on at

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Hi,

yes, it is possible, but it should be done through security roles/privileges, not only by hiding UI elements.
In D365 Finance & Operations, modules/pages can be hidden from specific users by controlling their security roles.

D365 F&O uses role-based security:

Roles are assigned to users.

Roles contain duties.

Duties contain privileges.

Privileges contain permissions to menu items, forms, tables, reports, services, etc.

So, if a user should not access a module, you normally remove the security role/duty/privilege that gives access to that module’s menu items. Then the related menu entries, workspaces, and pages should no longer be available to that user.

Important note: you usually do not “hide the module” directly as a personalization setting. You secure the underlying menu items/pages. The UI then shows only what the user has permission to access.

Typical approach:

Go to System administration > Security > Security configuration.

Review the user’s assigned roles.

Remove unnecessary roles, or create a custom role with only the needed duties/privileges.

Test using Security diagnostics for task recordings or by logging in as/test assigning the user.

Avoid overusing broad roles like System administrator, because they expose nearly everything.

Microsoft docs confirm that access to workspaces/modules depends on assigned roles, and permissions are tied to entry points such as menu items:
Role-based security - Finance & Operations | Dynamics 365 | Microsoft Learn

Thanks!
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