Sales Security - Should not create new sales order directly

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Posted on by VJ VM

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Hi. We need to configure security for salesmen so they cannot directly create new sales orders from the Sales Order List page. However, they should still be able to create sales orders indirectly by confirming a sales quotation. How can this be achieved through security settings?

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Dynamics 365 Finance

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VJ VM 122 on at

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Sales Security - Should not create new sales order directly

I was able to figure it out. Here's the answer as a reference for someone else.

1. Open Security Configuration

2. Under Privileges, search for Maintain Sales Order Details and duplicate it as Maintain Sales Orders-2. This will prevent you from modifying the original privilege, which can affect multiple roles.

3. Now under Roles, Select the applicable Role -> Duties+ -> Maintain Sales Order (AOS: SalesOrderMaintain) -> Privileges+ -> Maintain Sales Order Details-2 -> Display Menu Items -> SalesTableforNew - Deny "Create"

4. This way the salesman cannot create a new Sales Order directly in the Sales Order List Page but only by confirming a quotation.
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Mohamed Amine Mahmoudi 16,066 Super User 2025 Season 1 on at

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Sales Security - Should not create new sales order directly

Hi,

Yes, you you can create or use exists securty role, duty and privilege through security configuration.

Best regards,

Mohamed Amine MAHMOUDI