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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Form level and Field L...
Small and medium business | Business Central, N...
Suggested answer

Form level and Field Level Security

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Posted on by Saqib Hassan 2

Hi,

I have a question regarding security permission assignment to a specific user. Can we restrict users to not show other forms for example I just want my A/P user only can access relevant forms like Vendors, Purchase Invoices, Posted purchase invoices but with specific security permissions? and don't want to allow purchase order posting for this user.

Is this possible if yes so please advise me how we can manage this in Business Central.

Below are the attached Screenshots

I want to remove posting button for A/P User without any development

pastedimage1672065113807v2.png

Thanks & regards

Saqib Hassan

I have the same question (0)
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 92,656 Super User 2025 Season 2 on at
    RE: Form level and Field Level Security

    Hi, Generally uses Permission Set -> Permission to manage user permissions in BC. I hope the following information can give you some hints.

    How to list all permissions (all users with permission sets or all permission sets with permissions…)

    https://yzhums.com/8417/

    Permission Exclusion (Exclude in Permission Set)

    https://yzhums.com/30562/

    Special Permission Sets

    https://yzhums.com/22583/

    And, there are also solutions from other partners on AppSource.

    https://appsource.microsoft.com/en-us/product/dynamics-365-business-central/PUBID.2control%7CAID.compliance-fieldsecurity%7CPAPPID.a6445f6e-b8cd-49ac-81b0-174656511165?tab=Overview

    Thanks.

    ZHU

  • Suggested answer
    DAnny3211 Profile Picture
    DAnny3211 11,376 on at
    RE: Form level and Field Level Security

    hi

    look this

    learn.microsoft.com/.../field-level-security

    DAniele

  • Suggested answer
    Greg Enns Profile Picture
    Greg Enns 1,106 on at
    RE: Form level and Field Level Security

    That link for "Microsoft Learn - Field Level Security" is for Customer Engagement--not for Business Central.

    For BC field level and ribbon-button security, you need an add-on like "Advanced Cloud Security" from E-Foqus.

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 1,043 Moderator on at
    RE: Form level and Field Level Security

    You can create a specific profile for this user and hide the buttons for that profile using personalization for the profile. Then combine that with the permission setup that exclude the users from being able to post.

    Look at more documentation here:

    learn.microsoft.com/.../ui-personalization-manage

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