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Finance | Project Operations, Human Resources, ...
Suggested Answer

how to get permissions on a flyout from the menu

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Posted on by 4

I need to give privileges to users where you click on the main menu item and it opens a generic flyout such as shown below. This form/flyout might have 50 links to it.
 

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  • Martin Dráb Profile Picture
    240,742 Most Valuable Professional on at

    Moved from Integration, Dataverse, and general topics forum to Finance | Project Operations, Human Resources, AX, GP, SL forum.

     

    Unfortunately, you haven't asked any question and it's not clear what you're trying to achieve. Please give us more information.

  • DM-19081558-0 Profile Picture
    4 on at

    I need to find the privilege permissions for these flyouts that open directly from the left menu.
    This way I can add that privilege to a user and they will see the menu items for the flyout pages.
    on a normal page I can go to the options > security diagnostics
    and see the privileges there.

  • Subra Profile Picture
    2,244 Super User 2026 Season 2 on at

    Hi @DM-19081558-0 

    Are you looking for Main menus like AP and AR or you are looking for different one?

     

  • Martin Dráb Profile Picture
    240,742 Most Valuable Professional on at

    What you're looking at is not opened from directly menu and trying to set permissions for SysOperationTemplate form doesn't make sense.

     

    This form represents a dialog template used by almost all SysOperation classes, therefore we're talking about hundred processes using the same form (and adjusting it at runtime).

     

    When you clicked on something in the menu, you actually clicked on a menu item and that's what you can configure permissions for. Then the menu item called a SysOperation controller class, which opened the dialog. If it was possible to remove permissions for the form (which it isn't), it wouldn't apply to that single menu item, but you'd prevent the user from using almost any SysOperation process in the application. That doesn't make sense.

     

    In short, forget the idea of configuring permissions for the dialog and focus on setting permissions for the menu item.

  • Suggested answer
    Assisted by AI
    SajeedMullaji Profile Picture
    858 on at

    in D365 F&O you cannot assign security permissions directly to a flyout menu or navigation container — the flyout itself is a structural layout element, not a securable object. Access to each link inside the flyout is controlled entirely by Menu Item Privileges mapped to the individual menu items (Display, Action, or Output) nested within it. The security trimming engine evaluates each link independently — links the user has a privilege for appear, unauthorized links are hidden automatically.

    Correct approach for 50+ flyout links:

    Step 1 — Create a custom Security Privilege in Visual Studio

    Open or create a custom Security Privilege (e.g. CustomFlyoutAccessPrivilege)

    Expand the Menu Items node within the privilege

    Add the specific menu items corresponding to the flyout links under Display Menu Items or Action Menu Items

    Set the access level on each entry point appropriately (Read or Full Control)

    Step 2 — Bundle into Duty and Role

    Assign the Privilege to a Security Duty (e.g. ViewFlyoutLinksAccess)

    Assign the Duty to the target Security Role

    Assign the Role to the user

    Once assigned the navigation framework security-trims the flyout automatically — no need to configure the container itself.

    If all 50 links belong to a single functional area you can also check whether an existing standard Duty already covers them — you may not need to build from scratch

     

    If it helps ,mark as verified 

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